The "One Big Beautiful Bill Act" (OBBBA) introduces significant changes that impact many taxpayers, particularly high earners.

A qualified charitable distribution is a direct transfer from your pretax IRA to a qualified charity. Instead of withdrawing the money and then donating it, which counts as taxable income because it ...

In your 70s, it's time to put your retirement plan into action. Here are some tips on how to maximize your success.

Since withdrawals from their Roth IRAs are off the table for now, the couple must choose how much to take from the remaining accounts. They decide to withdraw 60% from their 401 (k)s ($24,000) and 40% ...

There are currently 41 states and Washington, D.C. that do not tax Social Security benefits. The remaining nine states that do are: Colorado, Connecticut, Minnesota, Montana, New Mexico, Rhode Island, ...

Charitable tax deductions are about to see the biggest changes in nearly a decade in 2026 thanks to President Donald Trump ’s ...

Most states don’t tax Social Security, but rules vary in the 9 that do. Get up-to-date exemptions, thresholds and new ...

Imagine you’re lining up a row of dominoes. One tap — and suddenly, the whole line starts falling. That’s exactly how taxes ...

Tax deductions can lower the amount of income that is subject to tax. Here's more on how tax deductions work, plus 25 tax breaks that might come in handy.

How charitably inclined taxpayers can use donor-advised funds and other tax strategies to get ahead of the OBBBA's revised ...

Dear Rusty: I am confused by an article in my local newspaper which said that “MAGI” (modified adjusted gross income), on which my Medicare Part B premium is based, is my Adjusted Gross Income, plus ...

A long list of other tax breaks, including the child tax credit, the American Opportunity Credit and the adoption credit, are ...