One of the best financial investments you can make is the house you live in or rent out. Given soaring home values over the last decade, it’s not uncommon for homeowners in 2025 to see hundreds of ...

Nine tax strategies the wealthy use to keep more money—and why some work for everyday earners with the right guidance. All ...

Trust Powered by Pennington Law reports alternatives to avoid capital gains tax without a 1031 exchange, highlighting options ...

Major life changes can prompt a change in your tax filing status, bracket or available deductions. A tax refund means you’re withholding too much, and a tax bill means you’re not holding enough. The ...

Planning how and when to withdraw money from your retirement accounts can have a big impact on how much of your savings you actually get to keep. This is especially true with 457(b) plans, which are ...

For families locked into highly appreciated stock that could bring a big tax hit from the capital gains on any sale of the holdings, a so-called upstream gift could offer a solution. Processing ...

You can start withdrawing from tax-deferred retirement accounts at age 59½ without penalty, and doing so means lowering the balance of your accounts and future RMDs. Just remember, withdrawing your ...

Alternative Intelligence (AI) is a growing force in culture. No longer a pie-in-the-sky issue, AI is a helpful tool people can use to manage daily life. A growing area of usage is asking ChatGPT and ...

Gold isn't taxed the same way as other investments. Some investors might 'underappreciate the tax implications.' Gold stands out to investors, especially as it hits record-high prices. Gold also ...

With Tax Day fast approaching, many filers make costly mistakes— here’s how to avoid them. Tax Day is just under a month away, and many filers are at risk of making costly mistakes. Andy Phillips, VP ...