Financial Planning
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Five Ways Trump’s 2025 Tax Bill Could Boost Your Tax Refund (or Shrink It)
Tax Refunds The tax code is changing again, and if you’re filing for 2025, Trump’s ‘big beautiful’ bill could mean a bigger refund, a smaller one or something in between next year. Here are five ways the new law could impact your bottom line.
By Kate Schubel
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Money for Your Kids? Three Ways Trump's ‘Big Beautiful Bill’ Impacts Your Child's Finances
Tax Tips The Trump tax bill could help your child with future education and homebuying costs. Here’s how.
By Kate Schubel
Tax Tips -
Key 2025 Tax Changes for Parents in Trump's Megabill
Tax Changes Are you a parent? The so-called ‘One Big Beautiful Bill’ (OBBB) impacts several key tax incentives that can affect your family this year and beyond.
By Kate Schubel
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The Roth IRA Advantage: 10 Things Every Saver Needs to Understand
Financial Planning A Roth IRA can be a great way to save for retirement, as the accounts have no required minimum distributions and you can withdraw the money tax-free.
By Jackie Stewart
Financial Planning -
7 Reasons to Avoid a Self-Directed IRA
self directed IRA Self-directed IRAs let investors do things they can't in an ordinary IRA, like invest directly in alternative assets. But this opportunity also comes with these risks.
By David Rodeck
self directed IRA -
Backdoor Roth IRAs: Good for Wealthy Retirees?
Financial Planning A backdoor Roth IRA is a tax loophole that enables wealthier individuals to earn tax-free income. But it's complicated.
By David Rodeck
Financial Planning -
Do You Need Life Insurance When You're Young?
Financial Planning Purchasing life insurance when you're young can save you thousands of dollars, while protecting those you may leave behind.
By Rivan V. Stinson
Financial Planning -
How to Benefit from Rising Interest Rates
Financial Planning Savers will get the best rates from top-yielding savings and money market deposit accounts at online banks.
By Rivan V. Stinson
Financial Planning -
Get Free Credit Reports Weekly
Check your credit report weekly for free as the three major credit bureaus make a pandemic-era initiative permanent.
By Lisa Gerstner
