Here’s how to file a federal tax extension for free in minutes
Cavan Images | Getty Images If you need more time for your taxes, there’s a quick, free way to file a federal tax extension online, according to experts. This season, …
Financial planners
How to avoid the ‘survivor’s penalty’ before a spouse passes
Jessie Casson | Digitalvision | Getty Images It’s hard to lose a spouse, and a costly surprise makes it even more difficult, especially for older women — higher taxes. But …
Here’s how to get a faster tax refund, expert says
D3sign | Moment | Getty Images Tax season has kicked off and the IRS has started to process 2023 returns. If you’re expecting a refund, there are a few ways …
Here’s what to know about the first bitcoin ETFs
Recep-bg | E+ | Getty Images The U.S. Securities and Exchange Commission on Wednesday approved the first U.S. spot bitcoin exchange-traded funds. But experts urge caution before piling into the …
You can still lower your 2023 tax bill with these last-minute moves
The year-end is quickly approaching, but there’s still a chance to reduce your 2023 tax bill or boost your refund with some last-minute moves, experts say. Dec. 31 is the …
Money market funds may deliver a surprise tax bill amid higher yields
If you funneled cash into money market mutual funds in 2023 amid rising interest rates, you may have a surprise tax bill in April, experts say. Investors and institutions have …
How to save on future taxes for mutual fund capital gains distributions
Kate_sept2004 | E+ | Getty Images More from ETF Strategist Here’s a look at other stories offering insight on ETFs for investors. Many mutual fund families have released distribution estimates …
We’re in Our 60s and Have $2.4 Million in an IRA. ‘Do We Really Need a Financial Advisor?’
Financial advisor and columnist Brandon Renfro My wife (62) and I (60) have $2.4 million in our Edward Jones IRA account and have no mortgage payment and our children are …
How to save by taking funds from inherited retirement accounts now
Elenaval | Room | Getty Images More from Year-End Planning Here’s a look at more coverage on what to do finance-wise as the end of the year approaches: But if …
Federal tax extension deadline is Oct. 16. Here are 3 things to know
If you filed a tax extension for more time on your 2022 return, the deadline is fast approaching. The federal tax extension deadline on Oct. 16 is the last chance …