Latest
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The Future of Opportunity Zones: Outlook for 2025 and Beyond
There are three potential paths forward for this innovative tax incentive program that's set to expire in 2026.
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First 100 Days: Trump's Impact on Your Finances
Here are some opportunities to consider regarding investing, interest rates and tax cuts as the financial landscape shifts under the new administration.
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2025 Family Tax Credits: Four IRS Changes That Can Save You Money
Family Tax Credits Explore the new IRS-adjusted amounts for popular family tax credits.
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Why I Love Roth IRAs and Roth Conversions
Roth IRAs Roth IRAs truly are a gift from the government, and now is a great time to take Uncle Sam up on them. Here’s why.
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In What Order Should You Tap Your Retirement Funds?
Should you go with your IRA first or your brokerage account? Follow this road map for tax-smart withdrawals.
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Election 2024 Childcare Debate: Harris-Walz vs. Trump-Vance Plans
Election As Election Day approaches, the Republican and Democratic tickets present different ideas for childcare and family tax credits. Here's what to know.
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The Clock Is Ticking on Tax Cuts: Act Now to Avoid Missing Out
Estate and gift tax exemptions are at an all-time high until the end of 2025. That may seem like a long way off, but setting things up could take longer than expected.
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Plan Now, Save on Taxes Later: Tax Law Reset Is Coming
Don’t let the sunsetting of provisions in the Tax Cuts and Jobs Act catch you off guard. Here are some ways to take advantage of lower tax rates now.
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What You Can Do Now to Avoid Paying Higher Taxes in 2026
Tax rates are set to increase once the Tax Cuts and Jobs Act sunsets at the end of 2025, but steps you take now could put you in a better financial position.
