Personal Finance
Recently featured college planning, healthcare savings and tax articles, selected by our financial news editors
News Article
What to look for if you’re thinking of setting up a funeral trust
- By JOSHUA COX-STEIB,
- Bankrate.com
- - 11/08/2022
Funerals can be expensive, so it could make sense to set up a trust ahead of time to prepay the costs. They do come with caveats, though, so here’s what you should look out for.
News Article
These are the dividend and capital gains tax rates for 2022 vs. 2023
- By Rocky Mengle,
- Kiplinger
- - 11/15/2022
When you sell a holding in a taxable account, such as stocks, the IRS will want its share, but the amount can vary. Here’s how much you might have to pay this year and next.
News Article
How giving to charity can help others and lower your tax bill
- By DAVID RODECK,
- Kiplinger
- - 10/07/2022
Donating money to the causes you care about may also come with significant tax breaks. Here are six options to explore based on your goals, worth or needs.
News Article
That big rise in Social Security benefits could mean a higher tax bill for some
- By Anne Tergesen,
- The Wall Street Journal
- - 10/13/2022
To help retirees keep up with inflation, Social Security benefits are going up 8.7% next year. But those bigger checks could translate to a bigger tax bill.
News Article
Tax planning strategies to do now before the year ends
- By SANDRA BLOCK,
- Kiplinger
- - 09/27/2022
There are just a few months left in 2022, but you still have time to make a number of financial decisions that can have a real effect on how much tax you pay in April.
Taxes
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How a side job can affect your finances if you’re a retiree
Amid high inflation and a bear market, many seniors are working part-time. Before you start looking for a job, though, consider the impact it could have on your taxes and benefits. -
How inflation could help reduce your tax burden next year
Every year, the IRS makes inflation adjustments to dozens of tax provisions, and record high prices have led to significant modifications for 2023. Here’s how you could benefit. -
Here's how 8 types of retirement income are taxed
As you envision how you'll spend your nest egg in retirement, don't forget what could be one of your biggest expenses: taxes. -
That big rise in Social Security benefits could mean a higher tax bill for some
To help retirees keep up with inflation, Social Security benefits are going up 8.7% next year. But those bigger checks could translate to a bigger tax bill.
Financial Planning
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How giving to charity can help others and lower your tax bill
Donating money to the causes you care about may also come with significant tax breaks. Here are six options to explore based on your goals, worth or needs. -
A health savings account has a lot of uses. Here are some you should note.
You might think an HSA is strictly for medical expenses, but they can do a lot more. From rainy-day funds to retirement accounts, these are some options to explore. -
13 ways to look for income amid higher interest rates
The labor market is still strong and inflation is persistent, which bodes for more rate hikes. Here are 13 income-generating investments to watch in the current climate. -
Video: A soft landing vs. a recession for the U.S. economy
While she believes a soft landing is still possible, Amy Kong of Barrett Asset Management believes there is a 30% to 40% chance of a recession. Here's what she's watching.
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