Personal Finance
An inheritance can offer helpful financial support, but it may also come with tax considerations. The taxes you might owe…
Annuities and dividend-paying stocks work differently when it comes to income, taxes and risk. Annuities offer fixed or variable payments…
Understanding what counts as taxable income and what does not can significantly impact your financial planning and tax obligations. The…
Do you have a backup plan?This is one of the key questions when it comes to managing your portfolio in…
When tax season rolls around, homeowners often wonder if property taxes are deductible on their tax returns. The answer is…
Your current tax bracket is an important consideration when evaluating whether to convert a tax-deferred retirement account to a Roth…
Filing an extension can give you extra time to complete your tax return, typically pushing the deadline from April to…
A nursing home cannot unilaterally take your assets or property, even if you are staying there. Nursing homes have the…
Filing a state tax extension can provide extra time to prepare and submit your state tax return if you miss…
Reinvesting a required minimum distribution (RMD) into a Roth IRA isn’t allowed directly, since RMDs are considered taxable income. However,…
In 2025, the United States operates under the tax framework established by the 2017 Tax Cuts and Jobs Act (TCJA)…
For retirement savers preparing for required minimum distributions (RMDs), recent legislation has brought significant changes to the timeline. The SECURE…