Financial planners
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The next U.S. president could face a tax battle in 2025 — here’s what it means for investors
This combination of pictures created on October 25, 2024 shows US Vice-President and Democratic Presidential candidate Kamala Harris in Houston,…
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These midyear tax strategies can trim next year’s bill from the IRS and reduce ‘unwelcome surprises’
seksan Mongkhonkhamsao | Moment | Getty Images 1. Review tax withholdings When starting a new job, you fill out Form…
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Some experts say a recession is coming. Here’s how to prepare your portfolio
Phonlamaiphoto | Istock | Getty Images Months of stock market volatility, surging inflation and rising interest rates have left many…
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Tax professionals ‘horrified’ by IRS decision to destroy data on 30 million filers
courtneyk | E+ | Getty Images An audit by the Treasury Inspector General for Tax Administration revealed the IRS has…
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Here’s why a Roth individual retirement account conversion may pay off in a down market
Morsa Images | E+ | Getty Images Soaring inflation, interest rate hikes and the war in Ukraine have sparked ongoing…
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Over 60 million tax returns could be completed automatically, study shows
Tom Werner | DigitalVision | Getty Images The IRS may have the ability to automate nearly half of tax returns,…
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Here’s how much cash retirees need to weather a stock market downturn
Luminola | E+ | Getty Images Amid high inflation and rising interest rates, there are fears of a prolonged stock…
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Nearly risk-free I bonds to deliver a record 9.62% interest for the next six months
Marko Geber | DigitalVision | Getty Images If you’re eyeing ways to fight swelling prices, I bonds, an inflation-protected and…
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Buying your first home? Here’s what you need to know
Paul Bradbury | OJO Images | Getty Images First-time home buyers have a steep learning curve, from understanding true affordability…
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