Many people aged 65 or older are now eligible to claim a new senior tax deduction worth up to $6,000 per person per year. To ...

Whatever you think of taxing the rich — and clearly, in California, we think pretty highly of it — we might all agree that ...

With a DAF, you can make a contribution in 2025 and receive a charitable deduction under 2025 rules, while the funds can be ...

A little-known IRS rule lets retirees donate to charity directly from an IRA while lowering taxable income. Here's how ...

Yet it relies on a calculation of MAGI that appears to differ from other tax statutes. Welcome to Barron's Advisor! Our ...

Here’s how to avoid rampant confusion about MAGI, tax-free Roth IRA withdrawals and charitable donations using IRA funds.

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax ...

Achieving financial independence — that is, living comfortably while knowing your money will last — is a goal shared by many.

While the wealthiest must be overjoyed with all the tax giveaways in the One Big Beautiful Bill, the new legislation can ...

Most Americans may be better off waiting until 2026 to donate cash to their favoriite charities due to tax law changes.

We estimate income and taxes for the wealthiest group of US households by matching Forbes 400 data to the individual, business, estate, and gift tax returns of the corresponding group in 2010–2020. In ...

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