The Retirement Rule of $1 More The Rule of $1 More explains how to plan for critical retirement thresholds. "You don't want to step off a cliff just because of $1 more." Kiplinger · Jul 5, 2025
10 Home Renovation Choices That Could Jeopardize Your Tax Benefits Renovating your home can be exciting—finally installing that dream kitchen, upgrading outdated plumbing, or turning your unfinished basement into a cozy guest suite. But while... Saving Advice · Jul 3, 2025
Capital gains for the rich and persistent gender pay gaps: what we can learn from the ATO’s annual tax statistics Data shows negative gearing remains the favourite of high-income earners, while most Australians’ super balances fall short of what is needed for a ‘comfortable retirement’ The Guardian - AU · Jul 2, 2025
Do you have Bitcoin? Be aware of the tax consequences of selling your investment Bitcoin is ubiquitous. It is impossible to open a social media stream or news source without encountering yet another mention of the topic. Many Australians have invested, hoping for a good return. The Conversation · Jun 30, 2025
'Unprecedented' Private School Voucher Tax Credit in Trump's Megabill The so-called ‘One Big Beautiful Bill’ is now law, and one provision calls for a major tax break for private school donors. Kiplinger · Jun 27, 2025
Triple Your Kimberly-Clark Dividend with this Options Strategy With markets becoming more volatile, investors might be more interested in generating income rather than capital gains. Using options we can more than triple the yield on our KMB shares by using a covered call strategy. Barchart · Jun 23, 2025
Retire in the Bahamas With These Three Tax Benefits Retirement in the Bahamas may be worth considering for high-net-worth individuals who hate paying taxes on income and capital gains. Kiplinger · Jun 22, 2025
Divorce and Your Home: An Expert's Guide to Avoiding a Tax Bomb Your home is probably your biggest asset, so if you're getting a divorce, the stakes are high. Keep it? Sell it? You need to have a good plan in place for how to handle it. Kiplinger · Jun 19, 2025
Summer Backyard Ideas With Added Tax Benefits for 2025 Find out how these summer 2025 home projects can help you save on taxes next year. Kiplinger · Jun 15, 2025
Young people are frozen out of the housing market—this outdated tax law is a big reason why It's unintentionally keeping young people out of the market as older owners refuse to sell, says one real estate agent. Fortune · Jun 5, 2025
Direct Indexing Expert Explains How It Can Be a Smarter Way to Invest Direct indexing provides a more efficient approach to investing that can boost after-tax returns, but is it right for you? Kiplinger · Jun 5, 2025
7 Sneaky Retirement Tricks the Wealthy Use to Pay No Taxes It’s no secret that the wealthy often play by a different set of rules when it comes to taxes, and nowhere is that more evident... Saving Advice · Jun 4, 2025
Is This The Hottest Dividend Stock of the Year? The company has stood out for its impressive year-to-date capital gains and consistent dividend payments. Barchart · Jun 2, 2025
7 Capital Gains Rules That Will Shock First-Time Investors If you’re dipping your toes into the world of investing, you’ve probably heard the term “capital gains” tossed around. But what does it really mean for your bottom line? For first-time investors, understanding capital gains rules isn’t just a matter of curiosity—it’s essential for keeping more of your hard-earned money.… The Free Financial Advisor · Jun 2, 2025
The Guardian - AU · May 28, 2025 The super tax debate is divorced from reality – and more proof that Australia’s tax system is built for the rich The proposal will affect only 0.5% of people with superannuation and yet you would think the government is about to seize the means of production
Kiplinger · May 27, 2025 Washington Approves Capital Gains Tax Increase for 2025: Who Pays? Here's what high-income filers need to know about Washington's latest tax hike.
Fortune · May 23, 2025 GOP bill cuts social spending—but popular tax break for hedge funds survives The Senate, in reviewing Trump’s tax bill, could still make changes to the carried interest loophole.
Kiplinger · May 19, 2025 Donating Complex Assets Doesn't Have to Be Complicated If you're looking to donate less-conventional assets but don't know where to start, this charity executive has answers, such as considering a donor-advised fund (DAF) for its tax benefits and ease of use.
Kiplinger · May 18, 2025 Think a Repeal of the Estate Tax Wouldn't Affect You? Wrong The wording of any law that repeals or otherwise changes the federal estate tax could have an impact on all of us. Here's what you need to know, courtesy of an estate planning and tax attorney.
Kiplinger · May 16, 2025 Ask the Editor, May 16 — Reader Questions on Capital Gains In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers three questions from readers on capital gains.
Kiplinger · May 15, 2025 Missouri Leads Capital Gains Tax Repeal: Will Your State Follow? As one state becomes a test case, policymakers and taxpayers across the U.S. will be watching closely to see what happens next.
The Conversation · May 8, 2025 New taxes on super didn’t get much attention in the election campaign. But they could be tricky to implement The re-election of the Albanese government has led to renewed concern about planned changes to the taxation of investment returns in superannuation funds.
The Guardian - AU · Apr 15, 2025 Lambie says Russia-Indonesia matter ‘overblown’ by Dutton – as it happened This blog is now closed
The Conversation · Apr 13, 2025 Post-election tax reform is the key to reversing Australia’s growing wealth divide Federal elections always offer the opportunity for a reset. Whoever wins the May 3 election should consider a much needed revamp of the tax system, which is no longer fit for purpose.
Kiplinger · Mar 2, 2025 High-Net-Worth Individuals and Estate Planning Under Trump We don't know what’s going to happen with taxes. Keeping an eye on these issues is imperative so you can make the appropriate moves at the right time.