Personal Finance
Help with taxes, saving for college and other financial planning issues.
News Article
Getting a 0% tax rate on long-term capital gains
- By Bill Bischoff,
- MarketWatch
- - 07/23/2018
Even if your income is too high to benefit from a 0% tax rate on long-term capital gains and dividends, your kids, grandkids or other loved ones could still qualify. Here's how you can make it work.
News Article
Strategies for buying a multigenerational home
- By Claire Zulkey,
- The New York Times News Service
- - 07/20/2018
Finding a home where parents and adult children can live together comes with both practical and emotional benefits. Here are some lessons from multigenerational families to help get you started.
Video
Peer-to-peer mobile transactions are soaring
- Kiplinger
- - 07/20/2018
The use of online money transfers between individuals is growing. Here's how to get started — and ways to keep your bank and personal data safe.
Taxes
-
Another look at the taxation of capital gains
Some aspects of capital gains taxation hurt holders of capital assets, but other aspects are enormously beneficial. Here is a closer look. -
States limit back-to-school shopping taxes
More than a dozen states are offering a limited period of tax-free shopping for back-to-school purchases this summer — and some are already underway. -
How to protect yourself from IRS phone scams
You may have gotten a call saying you need to settle a tax matter with the IRS. If so, someone was trying to scam you. Here's how to keep yourself safe from that and any other kind of phone fraud. -
How Amazon could start managing money
The online retail giant could sell its customers a super-powered robo-adviser or access to cheap funds, some analysts think.
College
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Using a 529 plan to pay for private school
New federal law allows 529 plans to go beyond saving for higher education. Some states will allow your plan to pay for your child's private elementary school tuition. -
Finding tax breaks on college costs
Whether you're paying for your child's education or financing your own return to school, there are a number of ways to defray the costs. These six tax breaks could help you save thousands of dollars. -
Should you or your kids take out a student loan?
Almost half of American families have to borrow money to cover college costs, but it can be hard to tell when it's better for students to take the loans instead of parents. Here are three things to think about. -
How adults can afford going back to college
Call it a career shift or a second act -- many older adults are heading back to school, and the price tag is a lot higher than the first go round. Here's what to expect and what you can do to help manage costs.
Financial Planning
-
Using a 529 plan to pay for private school
New federal law allows 529 plans to go beyond saving for higher education. Some states will allow your plan to pay for your child's private elementary school tuition. -
States limit back-to-school shopping taxes
More than a dozen states are offering a limited period of tax-free shopping for back-to-school purchases this summer — and some are already underway. -
7 ways to benefit from a Fed rate hike
The Fed has hiked rates twice this year, and more could be on the way. Here are seven ways to take advantage of Fed’s rate-raising campaign. -
How Amazon could start managing money
The online retail giant could sell its customers a super-powered robo-adviser or access to cheap funds, some analysts think.
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