Taxes

Technology is changing the way financial planners work and opening new doors for high earners. Here's why you may benefit from revisiting your existing plan.

By Michael Aloi, CFP®

The widow's penalty is when losing a spouse triggers a huge financial hit. It's an unfortunate twist of the tax system, but the good news is you can plan for it.

By Kyle Hammerschmidt, Investment Adviser

Worried about rising rates? Here’s how to avoid a bigger bill after you stop working.

By Richard Eisenberg

Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers tax questions from readers who are still awaiting their tax refunds and problems with calling the IRS.

By Joy Taylor

With governors redrawing the Opportunity Zone map for 2027-2036, investors who act now could shape where tax-advantaged capital flows for the next decade.

By Daniel Goodwin

Income Tax It might feel as if the IRS taxes most of your hard-earned money, but some types of income are nontaxable.

By Kelley R. Taylor