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Capital Gains Tax Exclusion for Homeowners: What to Know
Tax Breaks The IRS capital gains home sale exclusion can be a valuable tax-saving tool if you are eligible.
By Kelley R. Taylor Last updated
Tax Breaks -
Is an Annuity Worth It? Tax Pros and Cons
Retirement Knowing how an annuity might impact your tax situation can be confusing. Here are some advantages and downsides to consider.
By Kelley R. Taylor Last updated
Retirement -
Does Kansas Tax Social Security Benefits?
Social Security The Sunflower State’s new tax package will have a widespread impact on retirees and young families. Here’s what you can expect.
By Gabriella Cruz-Martínez Last updated
Social Security -
IRS Solar Tax Credit Payouts Soar as Scams Target Homeowners
Clean Energy Clean energy tax credits are paying off for many, but experts warn of increasing scams.
By Kelley R. Taylor Last updated
Clean Energy -
What Would Kamala Harris's Tax Plans Mean For You?
The Tax Letter Under Harris's tax proposals, upper-income individuals would pay more taxes, while the middle class and lower-income people would pay less.
By Joy Taylor Last updated
The Tax Letter -
What Would Donald Trump's Tax Plans Mean For You?
The Tax Letter We take a look at Donald Trump's tax plans and what they could mean for you. Here's what you need to know.
By Joy Taylor Last updated
The Tax Letter -
Should You Change Your Estate Plan Before the Election?
You might need to modify your estate plan before the election — or at least before a new administration.
By Tom Taulli Published
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When Should Retirees Consider a Donor-Advised Fund?
Charitable giving in retirement isn't right for everybody. But in certain situations, a tax-efficient donor-advised fund (DAF) may be well worth considering.
By Evan T. Beach, CFP®, AWMA® Published
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New Jersey Ends Sales Tax Break for EVs: What to Know
State Tax Discover alternative savings now that New Jersey is phasing out its sales tax exemption on EVs.
By Kate Schubel Last updated
State Tax