Some retirees are caught off guard when taxes take a bite out of their Social Security. Understanding the IRS formula behind ...

Tax rules for bond investors vary for government, municipal, or corporate bonds. Munies are completely tax free if you live ...

Credit card rewards may feel like freebies, but some are taxable. This guide breaks down IRS rules to help you understand ...

As investors increasingly leverage Section 1031 exchanges to defer capital gains taxes, nuanced scenarios involving interest income on ...

Amidst growing concerns about the solvency of Social Security, a new bill, H.R. 904, proposes to eliminate federal taxes on ...

The IRS allows you to claim deductions that reduce the amount of tax you owe. Those deductions either are itemized deductions ...

For middle-class retirees, maintaining a comfortable lifestyle on a fixed income can be challenging, especially when taxes ...

Learn how to adjust your investments and withdrawals to reduce Social Security taxes without sacrificing your total income.

Run out of room in your tax-sheltered investment accounts? Here's how you can position the rest of your portfolio.

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