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REVEALED: 13 | Vintage Vibes

1031 Exchanges Aren't Just for Big Real Estate Deals: An Expert's Playbook for Regular Property Owners

One of the biggest mistakes property owners make is not realizing they're eligible for tax deferral through a Section 1031 like-kind exchange.

Kiplinger

Mutual Funds Are About to Get the ETF Treatment. Here's What It Means for Investors

The SEC is expected to decide soon whether mutual funds from dozens of providers can be offered as ETF share classes.

Kiplinger

Another State Eliminates Capital Gains Tax in 2025: What’s Next?

Could a major tax shift in one state be an example for other states to follow?

Kiplinger

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Keir Starmer ‘plans rise in inheritance tax’ to ease debt crisis

Critics see inheritance tax, charged on estates valued at more than £325,000, as being a wealth tax in all but name

The Independent UK

Treasury targeting inheritance tax reforms to help plug UK deficit

Exclusive: Chancellor also looking at tweaks to capital gains tax to try to bridge £40bn-plus spending gap before budget

The Guardian - UK

How Much You Could Save in Every State Under Trump’s Proposed Capital Gains Tax Cut

Trump’s proposed capital gains tax cut could mean big savings—see how much you might save in your state and who benefits most from the plan.

GOBankingRates

What’s the Real Cost of Downsizing Your Home in Retirement?

For many retirees, downsizing seems like a smart financial move. You sell your larger home, move into a smaller, more manageable space, and free up...

Saving Advice

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Voices: ‘The fairest way’ or a ‘political disaster’? Readers split on whether Reeves should raise income tax

YOUR VIEWS: Our community is split over whether raising income tax is the fairest way to plug Britain’s £50bn budget gap or a risky move that could harm growth and Labour’s political standing

The Independent UK

Gold and gated communities: How rich India’s hoarding fuels inequality

Jo bhi hai wo theek hai, zikra kyon karenHum hi sab jahaan ki, fikra kyon karen.– Sahir Ludhianvi, Phir Subah Hogi, 1958. Truth, when repeated often enough, starts sounding very banal. It just doesn’t register. Take this sentence: India is an economically unequal country. The evidence is all around us, and…

Newslaundry

Retirees Should Watch These Four Key Tax Changes in 2025

This year brings key tax changes that could affect your retirement taxes and income.

Kiplinger

How many of Australia’s 2.2 million property investors would lose out under a new plan to curb negative gearing?

The Australian Council of Trade Unions is pushing to limit negative gearing and capital gains tax discounts to just one investment property.

The Conversation

Why High-Income Retirees Face Bigger Risks From One New Tax Law

If you’re retired with a robust nest egg, a major 2025 tax overhaul—often called the One Big Beautiful Bill Act—probably sounded like good news with its senior deduction and expanded benefits. But for high-income retirees, it cuts both ways: you’ll likely see none of that deduction, yet still get hit…

Clever Dude

7 Investment Loopholes That Can Be Closed Without Warning

Investing is full of surprises. Some are good, but others can cost you money if you’re not paying attention. One of the biggest risks? Relying on investment loopholes that can disappear overnight. These loopholes might help you save on taxes, boost returns, or avoid certain fees. But here’s the catch:…

The Free Financial Advisor

6 Tax Moves That Backfire After You Sell a Property

Selling a property can feel like a big financial win, but what happens afterward can quickly turn into a headache if you make the wrong tax decisions. Many homeowners assume they know how to handle the proceeds or avoid taxes, only to discover that certain choices create unexpected costs and…

The Free Financial Advisor

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Kiplinger

Top 4 Retirement Withdrawal Strategies to Maximize Your Savings

These retirement withdrawal strategies avoid tax and stock market pitfalls that can eat into your savings.

GOBankingRates

3 Tax Breaks Upper-Class Retirees Take Advantage Of

You may want to look at what others are doing to save money on taxes and consider if you can apply the same strategies.

Everybody Loves Your Money

10 Inheritance Plans That Triggered Unexpected Taxes

Everyone loves the idea of a windfall inheritance—until the IRS shows up. Inheritances often come with emotional baggage, but sometimes the financial baggage is even worse. Poor planning, outdated strategies, or just plain ignorance of tax law can cause a well-meant gift to backfire.

Kiplinger

Unlock Your Home Equity: Why Ending Capital Gains on Home Sales Would Be a Game Changer for Retirees

Many retirees who would like to sell their homes and downsize can't because of the tax hit. Ending capital gains on home sales would change all that.

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Kiplinger

No Capital Gains Tax on Home Sales Coming Soon? What You Need to Know

Capital gains taxes are back in the spotlight. This time, the chatter on Capitol Hill has to do with rising home prices.

GOBankingRates

9 Ways Your Estate Planning Strategy Should Change Under Trump

With President Donald Trump’s administration proposing sweeping tax reforms under the newly passed “One Big Beautiful Bill Act,” estate planning is once again in the spotlight.

Benzinga

Kevin O'Leary Calls Trump's No Tax On Home Sales Plan 'Common Sense': Shark Says, 'Families Can Grow Without Getting Punished'

Kevin O'Leary has seemingly thrown his support behind President Donald Trump's proposal to eliminate capital gains tax on primary home sales, calling it a "common sense" move to help American families build wealth.

Barchart

This Dividend Stock Has Doubled in 2025. Is It Still a Buy?

Anglogold Ashanti stock has more than doubled in 2025, but still looks like a good buy as it can deliver both capital gains and strong dividends over the medium term.

GOBankingRates

The Shocking Way To Lower Your Taxes by Investing in Crypto

If your NFTs have become worthless, crypto investors can use tax-loss harvesting to offset capital gains, reducing NFT and crypto tax bills legally.

Kiplinger

What to Do With an Inherited House

Inheriting a property often brings a tough choice: keep it, rent it, or sell it? Here's what to consider.

Kiplinger

Opportunity Zones: An Expert Guide to the Changes in the One Big Beautiful Bill

The law makes opportunity zones permanent, creates enhanced tax benefits for rural investments and opens up new strategies for investors to combine community development with significant tax advantages.

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