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Finance

Here’s where Kamala Harris could stand on tax policy, experts say

U.S. Vice President Kamala Harris speaks during a campaign event at Westover High School in Fayetteville, North Carolina, on July 18, 2024.Allison Joyce |...

Finance

As Gen Xers reach retirement withdrawal age, using that money should be a ‘last resort,’ expert says

Fg Trade | E+ | Getty ImagesGen Xers are starting to reach age milestones that give them penalty-free access to certain retirement funds.The eldest...

Finance

How Project 2025 could impact your tax bracket and capital gains under a second Trump term

Republican presidential nominee and former U.S. President Donald Trump applauds on Day 2 of the Republican National Convention (RNC), at the Fiserv Forum in...

Finance

The election could have a ‘massive impact’ on the municipal bond market, analyst says

The first presidential debate between U.S. President Joe Biden and former U.S. President and Republican presidential candidate Donald Trump is projected on a screen...

Finance

How a Roth conversion ladder can save on future taxes and unlock retirement funds early

Svetikd | E+ | Getty ImagesRoth individual retirement account conversions are a popular way to reduce future levies on pretax 401(k) or IRA withdrawals...

Finance

IRS has taken nearly 2 years to help tax identity theft victims get their refunds

Erin Collins, national taxpayer advocate at the Taxpayer Advocate Service, speaks at a Senate Appropriations subcommittee hearing in Washington, D.C., on May 19, 2021.Bloomberg...

Finance

Individual retirement account balances are growing — why that can be a ‘tax nightmare,’ advisor says

Maryna Terletska | Moment | Getty ImagesIndividual retirement accounts are getting bigger — and it can cause tax issues for retirees or their children...

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