Latest
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How Long Should You Keep Tax Records?
Tax Records Don’t destroy tax documents until the time limit for an IRS audit runs out. For some forms, the time limit may be even longer.
Tax Records -
Child Tax Credit 2024: How Much Is It?
Tax Credits The refundable amount of this tax break is slightly higher for the 2025 tax filing season. Here’s what you need to know.
Tax Credits -
SECURE 2.0 Act Summary: New Retirement Savings Changes to Know
Retirment Plans The SECURE 2.0 Act makes significant changes to retirement savings plans. Here's what you need to know.
Retirment Plans -
Here's How to Find Your Way Out of the Inherited IRA Maze
To navigate complex rules on inherited IRAs and RMDs, start by breaking down key terms and common scenarios. A clearer picture of your next steps will emerge.
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States That Offer a Child Tax Credit in 2024
Child Tax Credit Fifteen states plus the District of Columbia currently offer a child tax credit. Here’s how much you can get.
Child Tax Credit -
Eight Year-End Financial Tasks to Check Off Your To-Do List
The end of the year is already chockfull of important things to do, but don't let these seven fall through the cracks. You'll thank yourself in 2025.
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Three Creative Ways to Lower Your Retirement Taxes
Tax Tips You can apply key minimalism concepts for potential tax savings. Here’s how.
Tax Tips -
Five Ways to Minimize a Higher Capital Gains Tax Rate
With Harris’ proposal to raise the capital gains tax rate (which would require congressional approval), investors might want to consider tax-lowering options.
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W-4 Form: Tax Withholding Tips to Optimize Your Taxes This Year
Tax Forms Knowing how the W-4 form works can help with new jobs, tax refunds, and avoiding estimated tax payments.
Tax Forms
