taxes
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The Golden Window: A Top Tax Strategy for the Right Retirees
Maximize your retirement savings and minimize your tax burdens by taking advantage of the strategic 'Golden Window' before Social Security and RMDs begin.
By Tony Kure, CFP® Published
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What’s Happening With Taxes on Overtime Pay?
Income Tax Donald Trump’s proposal to eliminate overtime tax has ignited chatter.
By Kelley R. Taylor Last updated
Income Tax -
Worst States to Retire in 2025 if You Hate Paying Taxes
State Taxes Relatively high tax burdens make these places the worst states to retire in 2025.
By Katelyn Washington Last updated
State Taxes -
Illinois Tax Guide
State Tax Illinois state tax rates and rules for income, sales, property, fuel, cigarette, and other taxes that impact residents.
By Katelyn Washington Last updated
State Tax -
Save More with Tax Credits for Energy-Efficient Home Improvements While You Still Can
Tax Breaks Energy-efficient tax credits for home improvements were extended and expanded under the Inflation Reduction Act. But that could change under the Trump administration.
By Rocky Mengle Last updated
Tax Breaks -
Five Scary Things the IRS Can Do If You Owe Back Taxes
Tax Law Traveling in 2025? The IRS can take your passport (and house) if you don’t pay your tax bill.
By Kate Schubel Published
Tax Law -
Earned Income Tax Credit (EITC) 2025: How Much Will You Get?
Tax Credits The refundable amount for workers with or without children is slightly higher this year. Here’s what you need to know.
By Gabriella Cruz-Martínez Last updated
Tax Credits -
Want to Hire a Financial Planning Firm? Five Questions to Ask
The key to finding a financial planner who will do great work for you and your family is knowing what to look for during your search.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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8 Things No One Tells You About Retirement
Making Your Money Last As you advance toward retirement, it's a good idea to start sharpening the focus of your retirement vision.
By Rachel L. Sheedy Last updated
Making Your Money Last