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 …
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 …
This combination of pictures created on October 25, 2024 shows US Vice-President and Democratic Presidential candidate Kamala Harris in Houston, Texas on October 25, 2024 and former US President Republican …
The US Department of Treasury in Washington, DC, on February 22, 2024. Mandel Ngan | AFP | Getty Images How I bond rates work I bond rates have a variable …
Westend61 | Westend61 | Getty Images There’s still time to lower your taxes or boost your refund for 2024, financial experts say. Typically, there’s a refund when you overpay taxes …
dowell | Moment | Getty Images The earnings limit for the 0% capital gains bracket will rise in 2025, which could offer tax planning opportunities, financial experts say. At sale, …
Rockaa | E+ | Getty Images Federal tax brackets for 2025 Federal income tax brackets show how much you owe on each part of your “taxable income,” which you calculate …
Leopatrizi | E+ | Getty Images Most tax preparers don’t have credentials Despite the talent shortage, vetting is important because “pretty much anyone can call themselves a tax preparer,” Young …
Aire Images | Moment | Getty Images Many Americans face a retirement savings shortfall. However, setting aside more money could get easier for some older workers in 2025. Enacted by …
Republican presidential nominee former President Donald Trump attends a rally at the site of the July assassination attempt against him, in Butler, Pennsylvania, Oct. 5, 2024. Brian Snyder | Reuters …