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.
Taxes
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
Don’t overlook these tax issues after a job loss
Even with a relatively low unemployment rate (averaging around 4.4% over the past year), layoffs and terminations continue to
The “kiddie tax” can apply long after childhood
Many parents don’t know that the so-called “kiddie tax” exists. Others assume it affects only minor children. But it also
Should you make after-tax, non-Roth 401(k) contributions?
If you participate in a company 401(k) plan, you already know that you can make pre-tax contributions up to the
Protect yourself from fraudsters impersonating the IRS and other tax scams
Tax scammers continue to target taxpayers through email, text messages, phone calls and regular mail. They often try to create