#TaxPlanNing

President Donald Trump floated a federal gas tax suspension. If enacted, here's how that could impact consumers.

The first meeting with a new adviser can be intimidating, but you can reduce your worry and ensure you're hiring the right person by following a few rules.

Millions of Americans could be eligible for pandemic-era tax refunds based on Kwong v. United States ruling. Here's the deadline and who qualifies.

Direct energy investing offers unique tax benefits, although high-income households should carefully evaluate its risks, not just its tax treatment.

Many women forgo financial planning because it's just another thing to add to their lengthy to-do list. Here's why you should bump it to the top of your list.

Series I bonds are paying 4.26% annual interest through Oct. 31 based on the latest inflation data. But you need to consider the trade-offs, experts say.

Tax law changes might be confusing, but there are still ways to be generous without sacrificing financial security. A donor-advised fund is a place to start.

Roth conversions have become a hot financial buzzword in recent years, but they're frequently misunderstood. Here's why they aren't the best move for everyone.

Consumers with health savings accounts can reimburse themselves years later for medical bills. But they have to keep the receipts — or risk IRS penalties.

From CNBC: Treasury Department announces new Series I bond rate of 4.26% for the next six months

The decision to move to a different state should balance financial issues with the lifestyle you want, rather than simply choosing a low-income-tax state.

Incorporating housing wealth and lifetime annuities in your retirement income plan can offer a significant tax-cost advantage over an investment-only plan.

If your stock portfolio took a beating this spring, there's a little-known tax strategy that lets you defer — and potentially eliminate — capital gains taxes.

2025 is coming to a close and December 31st will be here before you know it. That means it’s a good time to make sure all your year-end tax items are in...