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2 end-of-year retirement moves to consider: maxing out plan contributions; converting to a Roth IRA
December 8, 2025
If your retirement goal is the same as mine - do so as soon as possible! - then you need…
Holiday ID theft scams can linger into tax season, leading to fake filings for fraudulent refunds
December 5, 2025
Holiday shopping online is easy, for shoppers and scammers. Be careful in your online deal searches, as crooks can use…
A QCD in lieu of an RMD can be a tax saver
December 4, 2025
If you have enough retirement savings to enjoy the lifestyle you want, consider donating some of it. It could be…
Coming changes to charitable tax deductions and giving strategies on Giving Tuesday 2025
December 2, 2025
Changes are coming in 2026 to charitable tax deductions that could affect your 2025 donation decisions. Check them out to…
These tax-deductible medical expenses could make itemizing worthwhile
December 1, 2025
Being sick sucks. Having to pay a lot of out-of-pocket medical expenses can make you feel even worse. But if…
Some tax penalties increase in 2026 due to inflation
November 18, 2025
If you don't file or pay your taxes on time, you could end up owing the IRS more due to…
Retirement plan contributions get inflation boost in 2026
November 13, 2025
Retiring the way you want is easier when you save well before your golden years. Here's how much you can…
Direct File is officially dead
November 6, 2025
The IRS’ venture into the tax software and e-filing sphere is over. Despite positive reviews, the agency has officially ended…
5 tax moves to make this November
November 3, 2025
Ensure your tax cornucopia runneth over by getting your tax ducks, uh, turkeys in a row this November. Moves this…
Nov. 3 is filing deadline for taxpayers in 9 disaster-struck states
October 31, 2025
Residents of parts, and in some cases, all of these states dealt with real-life scares earlier this year. This post-Halloween…
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