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Tax planning
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Tax planning
Finance
Editor
13 Eylül 2024
Harris’ rise in polls sparks wave of wealth transfers to kids
A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the…
Finance
Editor
5 Eylül 2024
How high earners can funnel money to a Roth IRA, the ‘gold standard’ of retirement accounts
You’d think earning more would make it easier to boost retirement savings. But high earners may find it tricky to…
Finance
Editor
30 Kasım 2023
How a tax break of up to $3,200 can help heat your home more efficiently this winter
Winter is almost here, meaning the year’s coldest temperatures aren’t far off. But homeowners can take advantage of recently enacted…
Finance
Editor
27 Kasım 2023
More employers offer a Roth 401(k) — and a Secure 2.0 change may prompt more workers to use it
More workers are getting access to a Roth savings option in their 401(k) plans. In 2022, 89.1% of employers that…
Finance
Editor
21 Ağustos 2023
If you found gold coins, meteorites or cash stuffed in a piano, the tax man wants a piece
Consider this a public service announcement for all treasure hunters: Uncle Sam wants a piece of your loot. Someone who…
Finance
Editor
10 Temmuz 2023
Trying to choose Pretax vs. Roth 401(k)? Why it’s trickier than you think, experts say
If you have a 401(k), one of the big questions is whether to make pretax or Roth contributions — and…
Finance
Editor
19 Nisan 2023
Robo-advisor Betterment settles tax charges with SEC for $9 million
Robo-advisor firm Betterment agreed on Tuesday to settle charges with the U.S. Securities and Exchange Commission for $9 million over…
Finance
Editor
18 Nisan 2023
Fewer new cars qualify for $7,500 electric vehicle tax credit. Here are 2 alternatives
The number of new electric vehicles eligible for a $7,500 federal tax credit fell by almost half on Tuesday, as…
Finance
Editor
10 Nisan 2023
That $7,500 electric vehicle tax credit may soon be harder to get. Here are 2 workarounds
It may soon be tougher for consumers to get a $7,500 federal tax credit when buying a new electric vehicle,…
Finance
Editor
23 Mart 2023
The IRS plans to tax some NFTs as collectibles — and the rich would pay up to 28% on profits
The IRS said it plans to tax some non-fungible tokens, or NFTs, as collectibles akin to art or gems —…