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In this week's Ask the Editor Q&A, Joy Taylor answers questions on the due date for filing your federal tax return and other tax filing subjects.
New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s driving the trend and what it means for your finances.
Find out if your retirement savings are on track with our quick quiz.
Don't wait until health or burnout forces you to make succession decisions under pressure, especially if you don't plan to pass your business to a family member.
GreenRock Advisory founder Prem Patel shares his take on how markets performed in the first quarter and what investors should keep in mind for what comes next.
Trump accounts are a sound enough idea, except that future withdrawals will be taxable. One solution would be to give them a Roth-style tax-free structure.
Good communication between clients and their advisers starts with one simple question: Do you want hard truths and real analysis, or just a sounding board?
Explore how both of these options can help you reach your savings goals and when to use each.
You bought your watch for tracking steps, but the IRS tracks your mileage. Did you miss out on this key tax deduction?
From navigating the 'Landslide' of change to embracing her own mystical path, the rock legend offers a masterclass in living life on your own terms.
Stocks and oil continue to rise and fall with the ebb and flow of news from the White House and the Middle East.
Wireless without fusing the budget. | The HyperX Pulsefire Fuse Wireless aims to offer a good input experience at prices well under $40 with dual-mode wireless, Kailh switches, PAW3311 sensor, and a 1...
Marathon enthusiast. | The Huawei Watch GT Runner 2 is designed for runners and aims to impress with its lightweight titanium case, precise multi-band GNSS, long battery life, and extensive training f...
Increasing longevity means you could outlive the money you've saved for retirement. Social Security may not bridge the gap, but an income annuity could help.
A millionaire couple spent 30 years building a real estate empire — and nearly handed a million dollars of it to the IRS before discovering an exit strategy.
The Social Security provisional income threshold can create a "tax torpedo" for disciplined savers, raising your effective marginal tax rate to 40.7% or more.
Ditch the guilt part of your trip by intentionally budgeting, defining your own dream getaway and ensuring your financial and legal documents are in order.
Forgotten second mortgages from the housing crash are reappearing — sometimes with bigger balances and foreclosure risk.
We asked a wealth planner if borrowing from a 401(k) will throw a retirement plan off course. The answer may surprise you.
What matters when it comes to filing taxes isn’t just how much your dependent student earned. It’s the type of income involved and whether it crosses two key IRS thresholds.