Key tax figures for 2025
A look at the 2025 tax rates and contribution limits means individuals may save or gift more this year. Here are the key tax figures for 2025.
A look at the 2025 tax rates and contribution limits means individuals may save or gift more this year. Here are the key tax figures for 2025.
Taxpayers may want to consider a Roth IRA conversion for 2024 but need to act before the end of the year to realize income this year. Here are some considerations when deciding if a Roth conversion makes sense.
To maximize tax benefits from year-end charitable giving, you may want to use strategies like lumping contributions, making qualified charitable distributions from IRAs, and gifting appreciated assets. Here are some key considerations when planning.
In 2025, Social Security will see a 2.5% cost-of-living adjustment. At the same time, Medicare Part B premiums and the annual deductible will increase. Here are the key changes planned for Medicare and Social Security.
Before the year 2024 comes to a close, it's time to potentially optimize your tax strategy.
Retirement plan savers looking to mitigate the risk of future higher taxes may benefit from making after-tax contributions to employer plans.
Year-end can be an opportune time to review finances, rebalance portfolios and possibly reduce taxes.
Surviving a disaster involves securing safety, accessing help from agencies, and documenting damages for insurance claims.
Taxes are top of mind for many. See what the US presidential candidates think about tax policy as we enter the final weeks before the election.
The expiration of the TCJA in 2025 could mean a tax increase for many taxpayers. But the impact varies based on income, location and personal situation.
Here are some planning considerations for taxpayers as the Tax Cuts and Jobs Act is set to expire at the end of 2025.