One of the biggest surprises would-be retirees face when planning their retirement finances is the fact that their Social ...

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 ...

Many retirees are surprised to learn their Social Security benefits are taxable. Avoid this costly mistake by understanding ...

Nine states still tax Social Security benefits in 2025. Rules vary by age and income. Colorado, Connecticut, and Minnesota ...

Despite a bit of confusion earlier this year, Social Security benefits remain a source of taxable income. The percentage you'll pay depends primarily on how much you bring in. While a new deduction ...

Strategically implementing tax‑loss harvesting can reduce taxes and boost net returns—here’s how to know when it’s worth it and how to execute properly Written By Written by Staff Money Writer, WSJ | ...

Many retirees focus only on filing their annual tax returns - but that may lead to costly mistakes. Ed Wright, a partner at Golden Reserve, explained why proactive retirement tax planning is essential ...

Discover smart giving tactics used by wealthy families to reduce tax liability while maximizing charitable impact Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior ...

As tax season approaches, you might be asking yourself, "Is rental income taxable?" Or, "Do you pay tax when you sell a rental property?" The short answer is that it depends. Rental income is often ...

Discover how taxes lead to deadweight loss and learn strategies to minimize it. Explore economic factors like consumer willingness and product supply dynamics.

If you're withdrawing money from a retirement fund, monitor how those withdrawals impact your adjusted gross income and tax rate. Even after retirement, it's vital to regularly review and adjust your ...