Guido Mieth | Stone | Getty Images As millions of Americans start filing returns, experts warn that last year’s tax withholding errors
Tag: Financial Advisors
Here are the best options for short-term savings in 2024, experts say
Boy_anupong | Moment | Getty Images After higher yields in 2023, investors are bracing for interest rate cuts that could put a
You can still lower your 2023 tax bill with these last-minute moves
The year-end is quickly approaching, but there’s still a chance to reduce your 2023 tax bill or boost your refund with some
4 must-know changes for your 2023 taxes
Artistgndphotography | E+ | Getty Images 1. Tax brackets got wider When comparing tax year 2022 to 2023, there was a big
Money market funds may deliver a surprise tax bill amid higher yields
If you funneled cash into money market mutual funds in 2023 amid rising interest rates, you may have a surprise tax bill
Why older donors should consider qualified charitable distributions
Ольга Носова | Istock | Getty Images If you’re retired and giving to charity this season, there’s a planning move that can
Here’s how to use exchange-traded funds in your portfolio, experts say
Morsa Images | Getty Images Whether you’re a new or a seasoned investor, exchange-traded funds, or ETFs, are one option for your
How to prepare for the ‘survivor’s penalty’ before a spouse passes
Nosystem Images | E+ | Getty Images Many older women outlive their spouses and may not expect higher future taxes after suffering
How to save by taking funds from inherited retirement accounts now
Elenaval | Room | Getty Images More from Year-End Planning Here’s a look at more coverage on what to do finance-wise as
Federal tax extension deadline is Oct. 16. Here are 3 things to know
If you filed a tax extension for more time on your 2022 return, the deadline is fast approaching. The federal tax-extension deadline
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