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 ...

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

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

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 ...

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 ...

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 ...

Ivanna Hampton: Welcome to Investing Insights. I’m your host, Ivanna Hampton. You may be starting the next chapter of your life with a divorce. The trend where couples 50 and older are ending their ...

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 ...