Taxation of Social Security benefits has been in the news lately, with the passage of a temporary tax deduction as part of the One, Big, Beautiful Bill Act. The bill includes a deduction of $6,000 for ...

When you retire, you might leave your job behind, but you still collect income. And if you collect income, the tax man cometh. Retirement budgets generally are smaller than working-years budgets in ...

If you’re proactive, there are smart, legal ways to reduce capital gains taxes and keep more of what you’ve built. If you’ve experienced a successful exit from selling your business, stepping away ...

I asked ChatGPT how to pay fewer taxes in retirement and got 10 straightforward tips, including Roth timing and QCDs. Here's ...

When asked about the idea this week in the Oval Office, Trump told reporters, "we're thinking about that." Under current law, you can trigger capital gains taxes for a primary home sale if your profit ...

Too much company stock in your retirement plan can be risky. Learn how to reduce concentration risk, use tax-efficient ...

Alternative Intelligence (AI) is a growing force in culture. No longer a pie-in-the-sky issue, AI is a helpful tool people can use to manage daily life. A growing area of usage is asking ChatGPT and ...