Educators may be able to claim 2 deductions for 2026 classroom expenses
Teachers and other educators often spend their own money on books, supplies, equipment and other classroom needs. For 2026, eligible […]
Sometimes how much is in tax-deferred retirement accounts may be too much
Contributing as much as possible to tax-deferred retirement accounts such as traditional 401(k)s and IRAs is a common recommendation.
Disability benefits may have income tax consequences you don’t expect
Disability insurance is a valuable benefit provided by many employers. It replaces a portion of the insured person’s income —
Tax tips for parents with kids heading to college this fall
A higher education is expensive, and many parents spend years saving up. Others haven’t had the financial bandwidth to save
Be tax-smart with your mutual fund investments
Mutual funds offer an easy way to invest in a diversified portfolio compared to buying individual stocks and bonds.
How what you donate impacts your tax deductions
Have you already made contributions to charity this year? Are you considering making more between now and year end?
Before you spend lottery, gambling or other winnings, understand the tax rules
It’s easy to focus on the excitement of a big win. But federal tax law generally treats lottery prizes, gambling
Midyear tax planning: Review opportunities to save taxes this year (or next)
Summer is a good time to see whether your income, deductions and investment activity are lining up as expected. Let’s
Will your Social Security benefits be taxable?
Last year, the new tax deduction for taxpayers 65 and older was sometimes referred to as “no tax on Social
When the sale of an appreciated home triggers taxes — and when it doesn’t
Home values have risen significantly in many areas of the country over the last several years, leaving some homeowners with