Latest
-
Ask the Editor: Questions on 529 Plan Rollovers to a Roth IRA
Ask the Editor In this week's Ask the Editor Q&A, we answer four questions from readers on transferring 529 plan money to a Roth IRA.
Ask the Editor -
IRS in Turmoil: GOP Budget Cuts and Staff Shake-Ups Threaten Taxpayer Services
IRS Republican lawmakers advance a controversial budget bill that would gut IRS funding further, risking your 2026 tax filing season.
IRS -
529 Funds and a Roth IRA: How to Use One to Jumpstart the Other
Want to boost your retirement savings? You can roll over unused funds from your 529 plan into a Roth IRA, tax-free, as long as certain conditions are met.
-
IRS Direct File 2025: What You Need to Know
Tax Filing The GOP is considering ending this free IRS tax filing program. Find out what's happening and what it means for you.
Tax Filing -
Claiming the Standard Deduction? Here Are 10 Tax Breaks For Middle-Class Families in 2025
Tax Breaks Working middle-income Americans won’t need to itemize to claim these tax deductions and credits — if you qualify.
Tax Breaks -
Ask the Editor — Tax Questions on the SALT Deduction
Ask the Editor In this week's Ask the Editor Q&A, we answer questions from readers on the OBBB's changes to the SALT deduction.
Ask the Editor -
Another State Rebels Against Trump’s New 2025 Tax Law: What Now?
State Taxes Even if states adopt tax policies in the so-called ‘big beautiful bill,’ lawmakers may have workarounds at their fingertips.
State Taxes -
Ask the Editor — Tax Questions on Estate and Gift Taxes
Ask the Editor In this week's Ask the Editor Q&A, we answer questions from readers on estate and gift taxes.
Ask the Editor -
Will You Get a ‘Surprise’ Tax Bill on Your Social Security Benefits in Retirement?
Retirement Taxes Social Security benefit payments might land you in hot water when filing 2025 taxes — here are three reasons why.
Retirement Taxes
