US elections: How the presidential candidates stand on taxes
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.
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.
Many financial planning actions are linked to age milestones. See how key birthdays and other dates could signal financial planning moves.
If they meet certain requirements, a divorced individual can receive Social Security benefits similar to a married spouse.
A rising number of US taxpayers are subject to an investment income surtax, introduced a decade ago in federal legislation. Here are some strategies that may help mitigate the impact of the tax.
Here are some financial planning considerations and steps newlyweds may want to take after the wedding.
Considering the broader tax benefits, 529 plans may be a more tax-efficient way to save for college than custodial accounts.
With tax season over, some taxpayers may want to forget about taxes until next year but there may be advantages to focusing on taxes beyond the filing season.
For those looking to efficiently transfer wealth, here are some considerations and strategies when planning for step-up in cost basis.