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What is marketed as “the most wonderful time of the year” can quickly become stressful, Jennifer Seitz, director of education ...

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

Because Roth IRA withdrawals are tax-free, they keep your combined income lower, helping you to hopefully avoid triggering ...

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

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 ...

When a person dies without proper planning, their estate enters a public legal process that can last months—sometimes ...

Most Americans may be better off waiting until 2026 to donate cash to their favoriite charities due to tax law changes.

To get a sense of the common regrets retirees have, I enlisted ChatGPT's help. It found these eight regrets and offered ...

Nine states still tax Social Security benefits in 2025. Rules vary by age and income. Colorado, Connecticut, and Minnesota ...

A lesser-known method is gaining attention, gifting mutual fund units to relatives to legally reduce, or in some cases ...