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An inheritance tax is levied when a beneficiary inherits assets from the estate of someone who died. There is no federal inheritance tax, but five states currently levy this tax: Kentucky, Maryland, ...

Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two books. Suzanne is a content marketer, writer, and fact-checker. She holds ...

Inheritance planning is set for an overhaul in the coming years due to changes to how pensions will be treated as part of someone’s estate when they pass away. Including pension portfolios in the ...

After years of paying into the Social Security system, many seniors are surprised to learn that the benefits they receive after retirement may be subject to federal income tax. This is generally ...

Your effective tax rate is a good indicator of how well you’ve been managing your tax situation. It’s smart to calculate your effective tax rate each year to help you make adjustments to your ...

The alternative minimum tax represents one potential caveat to the widespread and, mostly, correct belief that the One Big Beautiful Bill Act cut everyone's payments to Uncle Sam. Below are five key ...