Woman using a calendar on a laptop
7 Financial Dates and Deadlines in February 2023

on February 1, 2023

Mark your calendar now so you don’t risk a fine or miss an opportunity to save.

tax return
5 Reasons to File a Tax Return Even if You Don’t Owe Taxes

on January 31, 2023

Yes, it’s possible to get a tax refund even if you don’t owe federal income taxes.

6 Strategies to Manage Required Minimum Distributions
6 Strategies to Manage Required Minimum Distributions

on January 31, 2023

RMDs and associated taxes can eat into your savings. Here are smart ways to help minimize taxes.

Tax refund check coming out of mailbox
11 Things You Should Know About Your 2023 Tax Refund

and on January 30, 2023

You want your next federal income tax refund to arrive as fast and fat as possible, right?

Woman with financial documents
Don’t File Your Taxes Until You Have These 7 Things

on January 27, 2023

Before you file your taxes this year, make sure you grab these documents.

Upset couple reviewing tax documents
5 Reasons Your Tax Refund Might Be Smaller This Year

and on January 25, 2023

This tax season, the sting of federal income taxes might be unexpectedly worse than in the recent past.

Wealthy business owner
9 States That Want to Tax the Wealthy in 2023

on January 24, 2023

Several new proposals aim to take a bigger bite out of the net worth of rich folks.

Woman upset over her tax bill
Why More Americans Will Pay Taxes This Season

on January 24, 2023

A much larger percentage of Americans will pay income taxes for 2022 than did so for 2020.

Woman shocked by letter in the mail
9 Things That Can Happen If You Don’t Pay Your Taxes

on January 23, 2023

IRS penalties can range from the mildly costly to the truly horrific.

Man working on taxes
When Do You Pay Capital Gains Tax and How Does It Work?

on January 23, 2023

Here’s your complete guide to capital gains tax — from what it is to calculating how much you owe.

Confused man holding a calculator
19 Ways Your Income Taxes Will Be Different This Tax Season

on January 20, 2023

Brace yourself: Your tax refund stands to be smaller, or your tax bill bigger, this year. Here’s why.

Man remembering to file taxes
How to Change Your Tax Withholdings — and When to Do It

and on January 17, 2023

A major life change is among the reasons you should probably review how much of your paycheck goes to taxes.

Man remembering to file taxes
IRS Announces 4 Key Tax Season Dates

on January 12, 2023

Find out how early — and how late — you can file your return.

A woman reading a letter from the IRS
Report: IRS Audited ‘Many Low-Income Families’ in 2022

and on January 11, 2023

A review of internal IRS reports shows that those who make relatively little money often find themselves in the agency’s crosshairs.

Man using a digital calendar on his computer
11 Financial Dates and Deadlines in January 2023

on January 4, 2023

Mark your calendar now so you don’t risk a fine or miss an opportunity to save.

Older couple planning inheritance with a lawyer
6 of the Best Assets to Pass On to Your Heirs

on January 4, 2023

If your dearly departed leaves you one of these things, you’ve hit the jackpot.

Woman working on her taxes
A Surprise Deduction Most CD Savers Likely Overlook

on January 4, 2023

This perk might be relevant to more people than usual this year.

Happy senior in her home
12 States Where Older Homeowners Can Defer Property Taxes

on January 3, 2023

Property tax deferral programs can give more financial flexibility to retirees on a fixed income.

Happy driver gives thumbs up
IRS Increases Business Mileage Rate for 2023

and on December 31, 2022

Those who qualify will save a little more in taxes thanks to the change.

shocked and frustrated man
7 Ways Inflation Can Cost You at Tax Time

on December 29, 2022

Tax breaks help pad our bottom line. But inflation makes these deductions less valuable with each passing year.

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