Latest
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For Best Tax Savings, Year-Round Tax Planning Is Essential
For optimal, ongoing tax reduction, consider employing these nine strategies throughout the entire year.
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From SECURE Act to SECURE 2.0: Is Your Estate Plan Safe?
The ever-evolving legislative landscape provides both challenges and opportunities when it comes to making plans for your retirement and your estate. A key focus: tax planning.
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Where's My Refund? How to Track Your Tax Refund Status
tax refunds Where's My Refund lets you track the status of your tax return. Here's what you need to know.
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SECURE 2.0 Act Summary: New Retirement Plan Rules to Know
The SECURE 2.0 Act makes significant changes to retirement savings plans. Here's a summary of what you need to know.
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Capital Gains Taxes Trap: How to Avoid Mutual Fund Tax Bombs
It’s bad enough when your mutual fund’s assets lose value, but owing unexpected capital gains taxes after those losses is doubly frustrating.
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12 Places to Retire If You're Sick of the Heat
places to live Some like it hot; others not so much. Here are the 12 best places to retire if you can't stand the heat.
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Supreme Court to Decide if IRS Can Secretly Obtain Bank Records
Among other high-profile issues, the Supreme Court is considering a case involving taxpayer privacy and the IRS.
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How to Lower Your Tax Bill Next Year
Knowing how to lower your tax bill (pay less taxes) when it's time to file your return next year requires some strategizing through the rest of 2023. Here are some tax tips to help make it happen.
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Tax Changes and Key Amounts for the 2023 Tax Year
Knowing the tax changes that apply for the 2023 tax year will give you a step up in planning and can impact your bottom line.
