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Tax planning

Here are ways to use leftover savings in your flexible savings account

by Adrian Jhonsan
Here are ways to use leftover savings in your flexible savings account

Tom Werner | Digitalvision | Getty Images As 2023 comes to an end, you may have just a few weeks left to use any leftover money in your health-care flexible …

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Categories World

How Secure 2.0 may prompt more workers to use of a Roth 401(k)

by Adrian Jhonsan
How Secure 2.0 may prompt more workers to use of a Roth 401(k)

Team of millennial colleagues sharing ideas for new business start up, togetherness, innovation, diversity 10’000 Hours | Digitalvision | Getty Images More workers are getting access to a Roth savings …

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Categories World

How to save on future taxes for mutual fund capital gains distributions

by Adrian Jhonsan
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 …

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Categories World

GOP’s IRS funding cut would hurt customer service goals

by Adrian Jhonsan
GOP’s IRS funding cut would hurt customer service goals

U.S. Treasury Secretary Janet Yellen outlines the improvements the IRS will deliver to taxpayers in 2024, during remarks at IRS Headquarters in Washington on Nov. 7, 2023. Kevin Lamarque | …

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Categories World

Federal tax extension deadline is Oct. 16. Here are 3 things to know

by Adrian Jhonsan
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 …

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Categories World

Supreme Court tax case could have sweeping federal policy effects

by Adrian Jhonsan
Supreme Court tax case could have sweeping federal policy effects

The Supreme Court in Washington, D.C. Celal Gunes | Anadolu Agency | Getty Images As the Supreme Court starts a new term, experts are closely watching a case that could …

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Categories World

If you resold a Taylor Swift ticket for a profit, prepare to pay taxes

by Adrian Jhonsan
If you resold a Taylor Swift ticket for a profit, prepare to pay taxes

Taylor Swift performs onstage at Lumen Field in Seattle on July 22, 2023. Mat Hayward/tas23 | Getty Images Entertainment | Getty Images Taylor Swift fans forked out an average $2,183 …

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Categories World

IRS to reduce audits on filers claiming the earned-income tax credit

by Adrian Jhonsan
IRS to reduce audits on filers claiming the earned-income tax credit

IRS Commissioner Daniel Werfel testifies before the House Small Business Committee on July 17, 2013. James Lawler Duggan | Reuters They’re using resources to reverse the precipitous decline in enforcement …

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Categories World

Here’s why property taxes vary so much from city to city

by Adrian Jhonsan
Here’s why property taxes vary so much from city to city

Andreypopov | Istock | Getty Images Property taxes can be a major expense for households, and several factors may affect the size of the bill, research shows. These levies, which …

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Categories World

Take Control of Your Spending with These 5 Expense Tracker Apps

by Craig Fedirighi
Take Control of Your Spending with These 5 Expense Tracker Apps

These 5 Expense Tracker Apps Will Help You Take Control of Your Spending Expense tracker apps are a convenient way to keep track of your spending and save money. When …

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