There’s still time to reduce your 2022 tax bill with these last-minute moves
‘Take lemons and make lemonade’ with tax-loss harvesting With the S&P 500 Index down nearly 20% for 2022 as of midday Dec. 19, it may...
Financial planning
Most Viewed
-
-
Op-ed: Here are 5 questions to ask your financial advisor before the end of the year
Delpixart | Istock | Getty Images The end of the year is a time to give thanks and celebrate the holidays with our families. It’s...
-
Making these 5 money moves now can set you up for financial success in the new year
The end of the year is an important time for making financial decisions that can have an impact in the year ahead — and for...
-
You may get a 1099-K for Venmo and PayPal payments. Here’s how to prepare — and shrink your tax bill
Charday Penn | E+ | Getty Images If you’ve accepted payments via apps such as Venmo or PayPal in 2022, you may receive Form 1099-K,...
-
Taking required minimum distributions? How to reduce the sting of selling in a down market
The deadline is fast approaching for mandatory retirement plan withdrawals, which may force some retirees to sell assets in a down market. But experts say...
-
It’s never too soon to save for retirement. Here are 3 ways Gen Z workers can start now
Luis Alvarez | Digitalvision | Getty Images If you’re just out of college, you may be wondering when the right time is to get started...
-
‘You can control your tax-reporting destiny’. 4 key year-end tax moves
seksan Mongkhonkhamsao | Moment | Getty Images 1. Boost your 401(k) contributions If you haven’t maxed out your workplace 401(k), there may still be time...
-
‘A lot of people are going to see less money in their pocket.’ Here are must-know tax changes for 2022
Tom Werner | DigitalVision | Getty Images Certain tax credits have been reduced One possible reason for a smaller tax refund is the child tax...
-
Tax ‘refunds may be smaller in 2023,’ warns IRS. Here’s why
If you’re expecting a tax refund in 2023, it may be smaller than this year’s payment, according to the IRS. Typically, you get a federal...
-
Here’s why you may want to say ‘no’ to a store credit card offer this holiday shopping season
Prostock-studio | Istock | Getty Images In the rush at the store checkout this holiday season, you may be tempted to say yes when asked...
-
Massachusetts voters approve ‘millionaire tax.’ What it means for the wealthy
If you make more than $1 million a year in Massachusetts, you may soon be subject to a “millionaire tax” approved by voters this week...
-
Here’s what the inverted yield curve means for your portfolio
Catherine Yeulet | Getty Images What the inverted yield curve means Generally, longer-term bonds pay more than bonds with shorter maturities. Since longer-maturity bonds are...