February is a smart time for retirees to review taxes, budgets, investments, and insurance. Here are the best money moves to ...

Before you start socking away money for retirement, you'll need to pick an account type. But choose wisely -- because it'll shape your tax bill today and potentially decades from now.

A hands-on approach to wealth management, but with higher fees.

Marginal vs. effective tax rates are two ways to express the percentage of your income that goes to tax. But they're each used for very different purposes.

Each year, the IRS nudges dozens of tax numbers so ordinary pay rises aren’t secretly taxed away. For tax year 2026—the returns you’ll file in early 2027—those adjustments reflect recent law changes ...

Certain types of student loan forgiveness is taxable again after a law expired in 2025 that shielded borrowers. The taxation change applies to the U.S. Department of Education's income-driven ...

In a tax environment defined by uncertainty and complexity, advisers are under increasing pressure to deliver proactive and strategic planning, especially in the context of business sales, transitions ...

Editor’s note: This is the first in a series on farm tax law changes, authored by Farm Business Farm Management experts. Taxes are a certainty. But changes to tax rules are almost equally inevitable.

For financial advisors, the new year presents a critical opportunity to move beyond reactive problem-solving and build deeper, more resilient client relationships. Proactive, year-round tax planning ...

Enhanced Standard Deduction for Seniors: Seniors (65+) get an additional $6,000 deduction per person, but it’s phased out for MAGI above $75,000 (single) or $150,000 (married). You know, it's kind of ...

A law that shielded student loan forgiveness from taxation at the federal level expires at the end of 2025. Meanwhile, the federal government has resumed garnishing the tax refunds of borrowers in ...