Learn how John and Jane manage their taxable portfolio to maintain a consistent income stream while avoiding unexpected tax ...

Trump’s proposal to cut Social Security taxes highlights the ongoing debate about the program’s complexities. While some ...

The Crossing development north of Crossman Avenue is planning to have 14 homes available by the end of 2025 that will be ...

The coming expiration of Trump's 2017 tax cuts and other proposed tax changes are issues you should discuss with your accountant.

However, with a Social Security shortfall looming, legislators may feel more pressure to come up with a fix. One bill ...

While all Americans can get tax breaks for giving, those 70½ or older have the best choices. Here’s the rundown on two key ...

ERH is an under-followed CEF that invests in a 70/30 portfolio of utility equities and junk bonds. Find out my recommendation ...

If you earned at least $10 in income from interest, you'll receive Form 1099-INT during tax season. Here's how to use this form when you file your taxes.

The distribution will count toward the client’s RMD yet is entirely nontaxable, also allowing the taxpayer to reduce taxable income for the year. Beneficiaries of inherited IRAs who are older than ...

If you’re under 50 years of age, you can contribute up to $23,000; if you are over 50 years old, you can add a $7,500 “catch-up” amount. Advisers recommend that you invest in a globally diversified ...

It has been back to business as usual for the Internal Revenue Service (IRS) and Department of the Treasury in 2024. US tax authorities are ...