9+ hour, 22+ min ago  (293+ words) Couple in their 70s look to reinvest proceeds from longtime home to avoid tax hit Apr. 11, 2026 at 3: 17pm by Ben Kaplan A couple in their 70s who have owned a home in the San Francisco Bay Area for 30 years are facing a sizable…...

1+ day, 12+ hour ago  (844+ words) A home sale could push you into a higher income bracket. Selling your home in retirement is often sold as a smart financial move. After all, it can free up cash and support a downsizing plan. However, that one transaction…...

2+ day, 8+ hour ago  (436+ words) Investors with high income may face the net investment income tax, but strategic planning can help reduce or avoid the extra levy. What High Earners Need to Know About Net Investment Income Tax It's that time of year. Uncle Sam…...

3+ day, 18+ hour ago  (327+ words) While most of the rules around capital gains tax haven't changed this year, other tax rules have. That impacts your capital gains strategy. In fact, many investors find themselves increasingly pinched by old thresholds that haven't changed to keep up…...

3+ day, 18+ hour ago  (619+ words) If losses exceed gains in a given year, up to $3, 000 of those losses can generally be used to offset ordinary income. Any remaining losses may be carried forward to future years and used to offset gains later. This creates a…...

4+ day, 13+ hour ago  (308+ words) elenaleonova / Getty Images Many investors focus on picking the right stocks, funds or digital currencies but overlook tax mistakes that quietly eat into their returns every year. And if you don't know how to leverage the rules already built into…...

1+ week, 19+ hour ago  (411+ words) Allison from Utah has a problem most homeowners would envy: roughly $450, 000 in home equity sitting in a property worth around $560, 000, with only $110, 000 left on a 2. 9% mortgage. She and her husband are building a new home and face a clear binary…...

1+ week, 1+ day ago  (12+ words) ZAG00010700 Bond Redemption Analysis'Trading View Government of South Africa 8. 25% 31-MAR-2032...

1+ week, 2+ day ago  (367+ words) In this year's State of the Union address, President Trump promised to expand access to employee retirement plans. It's a laudable goal. The surge in ownership of individual retirement accounts stands as one of the more notable public policy successes…...

1+ week, 4+ day ago  (1814+ words) Capital gains taxes are often a flashpoint in fiscal policy debates. Over the past several years, there have been plenty of key proposals introduced, largely targeting wealthier and higher-earning households. For example, frequently discussed proposals include taxing unrealized gains for…...