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EXPLAINED: 16 - The Real Truth

Downsize in Retirement With 2026 Tax Benefits: 3 Key Strategies

Downsizing retirees may benefit from tax savings, lower utility bills, and freed-up income.

Kiplinger

Why Vanguard Was Ordered to Pay a $106 Million Fine Related to Target-Date Funds

Vanguard's fine centers on December 2020 actions related to the asset manager's target-date funds and capital gains taxes. Here's what you need to know.

Kiplinger

Getting Divorced? Beware of Hidden Tax Traps as You Divide Assets

Dividing assets fairly in a divorce means looking beyond their current values and asking whether they'll create tax liabilities — or tax breaks — in the future.

Kiplinger

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Irrevocable Trusts: So Many Options to Lower Taxes and Protect Assets

Irrevocable trusts offer nearly endless possibilities for high-net-worth individuals to reduce their estate taxes and protect their assets.

Kiplinger

Jeff Bezos saved around $1 billion in taxes by moving to a ‘billionaire bunker’ in Florida

The Amazon founder saw an almost 10-figure savings by moving south.

Fortune

How Selling a Losing Stock Position Can Lower Your Tax Bill

Unloading an underperforming stock can help keep your investment returns growing while trimming your tax bill. Here's how this strategy works.

Kiplinger

How Collectibles Are Taxed: A Closer Look at Capital Gains Rules

Gains on collectibles like gold can be subject to a higher rate than for most other investments.

Kiplinger

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25 Financial Moves to Consider Before December 31

Tidying up your financial house before the New Year kicks off will put you in a great position to have a financially satisfying and successful 2025.

Kiplinger

Your MAGI in Retirement: Year-End Tax Strategies to Save Money

Strategic moves now can make a difference in your modified adjusted gross income (MAGI) when it’s time to file your return.

Kiplinger

Trump’s ultra-wealthy picks face a huge tax hit to join his Cabinet—but can avoid it thanks to this little known provision

Billionaire Howard Lutnick made $37 million in total compensation last year not including Cantor Fitzgerald

Fortune

What Is Capital Gains Tax Deferral?

Spoiler alert: It's the secret weapon of savvy real estate investors. Here's how it works and details about the tools you need to do it.

Kiplinger

Using Option To Generate Extra Income From Your Bond Investments

With markets looking increasingly volatile, investors might be more interested in generating income rather than capital gains. Bond investments have seen significant capital losses in recent months as inflation concerns continue to have investors anxious.

Barchart

10 Inefficiencies I Look for on Rich Retirees' Tax Returns

Your tax return could hold clues to several missed opportunities and important gaps in your retirement planning.

Kiplinger

Estate Planning: How Does the Basis Step-Up Rule Work?

The step-up in basis, one of the most powerful tools in estate and tax planning, can make a huge difference in capital gains taxes owed.

Kiplinger

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Kiplinger

Five Tax Strategies to Help Your Money Last in Retirement

Having a tax strategy is crucial to making your money last. These tax-saving moves can help, whether you're years from retirement or already there.

Kiplinger

IRS Updates Capital Gains Tax Thresholds for 2025

For the 2025 tax year, the IRS has increased the capital gains tax income thresholds. Here's what you need to know.

The Guardian - UK

UK budget checklist: what you need to do now to make the most of your cash

Use your Isa allowance if you can, hurry up with your property purchase and review your pension provision

Kiplinger

Three Advantages of These Underrated Accounts for Retirees

Using taxable accounts for some retirement savings in the 10 years before and after retirement can give you greater flexibility and benefit your heirs.

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news in one place.

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Barchart

Double Your Coca-Cola Dividend with this Options Strategy

With markets becoming more volatile, investors might be more interested in generating income rather than capital gains.

The Guardian - UK

Reeves accused of betraying small family firms with inheritance tax rises

Chancellor also criticised for letting the very rich off the hook with a lower than expected rise in capital gains tax

Marie Claire

What does the Autumn Budget mean for women?

Everything you need to know about Rachel Reeves’ Autumn Budget 2024 and what it means for you

Fortune

U.K. joins Europe in targeting the super-rich with fresh crackdown on foreign wealth, capital gains, and private jets

Rachel Reeves plans to jack up taxes on capital gains and foreign wealth of affluent individuals—although there might be other casualties, too.

The Independent UK

Labour increases capital gains tax in bid to raise £2.5bn

Chancellor Rachel Reeves said the increase is part of ‘raising the revenue required to fund our public services’.

Evening Standard

Budget 2024: all the property announcements from Chancellor Rachel Reeves

From affordable housing to stamp duty, here are the Labour Budget announcements set to impact London renters and homebuyers

The Guardian - UK

Budget 2024: key points at a glance

Rachel Reeves is announcing her financial update – here are the main points, with political analysis

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