Here’s why you should max out your health savings account
Marco Vdm | E+ | Getty Images Many employees have a health savings account, which offers tax incentives to save for medical expenses. However, most are still missing out on …
Government taxation and revenue
Why Trump’s tax plans could be ‘complicated’ in 2025, policy experts say
U.S. President-elect Donald Trump speaks during a meeting with House Republicans at the Hyatt Regency hotel in Washington, D.C., on Nov. 13, 2024. Allison Robbert | Via Reuters Congressional lawmakers …
How to leverage the 0% capital gains bracket as bitcoin surges
Hispanolistic | E+ | Getty Images Crypto investors could face higher taxes amid the surging price of bitcoin. But if you’re in the 0% capital gains bracket, you can reduce …
Two things Gen Z and millennial ETF investors should watch for, experts say
Oscar Wong | Moment | Getty Images John Healy began investing in exchange-traded funds when he was about 18 years old. Back then, Healy said he worked as a security …
Can President Trump really ‘end all taxes’ on overtime pay?
Republican presidential nominee and former U.S. President Donald Trump speaks during a campaign event at the Cobb Energy Performing Arts Centre in Atlanta, Georgia, U.S. October 15, 2024. Dustin Chambers …
Retirement rule changes coming in 2025 — here’s how you can save more money
Baona | E+ | Getty Images More from FA Playbook: Here’s a look at other stories impacting the financial advisor business. Starting in 2025, investors age 60 to 63 can …
Trump made tax cut promises. They won’t be easy for Congress to keep
In a recent appearance on CNBC, former Donald Trump Treasury Secretary Steve Mnuchin spoke as if the President-elect’s tax cut promises were a sure thing, legislatively speaking. “The top priority …
Trump ‘most likely’ needs 60 votes in Senate to enact tariff plan, Sen. Rick Scott suggests
Chip Somodevilla | Getty Images President-elect Donald Trump proposed sweeping new tariffs while on the campaign trail. The self-proclaimed “Tariff Man” has said he could impose such levies on U.S. …
Demand for Roth IRA conversions may increase under a Trump presidency
dowell | Moment | Getty Images Before the election, some advisors increased Roth individual retirement account conversions for clients amid the threat of higher taxes after 2025. Now, tax hikes …
Trump promised no taxes on Social Security benefits. here what experts say
Republican presidential nominee and former U.S. President Donald Trump arrives to speak at his rally during the 2024 U.S. Presidential Election, in Palm Beach County Convention Center, in West Palm …