Latest
-
Avert a Tax Surprise in Retirement: Get Ready With a Roth
Your taxes in retirement might not be lower, and you could be facing a looming tax bill because of RMDs. Consider preparing now with Roth conversions.
-
A Challenging Retirement Plan Mission: Not Impossible
A reader makes a request that at first appears not achievable, but with some maneuvering of the retirement income plan building blocks, we find it can work.
-
How Snowbirds Can Establish Residency in Florida for Tax Purposes
State Tax Snowbirds in the Sunshine State who want to avoid state income taxes in retirement must satisfy Florida residency requirements.
State Tax -
Minnesota State Tax Guide
State Tax Minnesota state tax rates and rules for income, sales, property, fuel, cigarette, and other taxes that impact residents.
State Tax -
Is a Roth Conversion for You? Seven Factors to Consider
The taxes you’re facing on your tax-deferred retirement savings don’t have to be so daunting. Check here to find out if you're a candidate for a Roth conversion.
-
You May Be Eligible For More Family Leave, Depending On Where You Live
Increasingly, states are stepping in to offer family leave options for caregivers.
-
FTC: H&R Block 'Data Wiping' and Upgrade Policies Harm Taxpayers
Tax Filing The FTC says H&R Block deceives customers into paying more and makes downgrading unnecessarily difficult.
Tax Filing -
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’re eligible.
Tax Breaks -
Tax Season is Here: Big IRS Tax Changes to Know Before You File
Tax Filing Tax deductions, tax credit amounts, and some tax laws have changed for the 2024 tax season.
Tax Filing
