Tax Breaks: The It Could Happen To Anyone Edition

Plus: Claiming pets–and people–as dependents, Health Savings Accounts, charitable giving and tax deductions, tax filing ...

Here are 4 hidden state taxes that often shock US retirees — and none of them are the income tax. Is Florida really as tax-friendly as you think?

Sales taxes are the most common form of state-level revenue collection and are one of the primary ways that states with no ...

What Happens to Your 401(k) When You Die? Here’s What You Need to Know

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

I inherited my mom’s IRA and still need to take $10K in required minimum distributions in 2025, but there’s no cash. What do I liquidate?

Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...