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10 States With the Lowest Sales Tax
Don't rush to a state with low sales tax if your goal is to save money.
By Katelyn Washington • Published
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Supreme Court Hears Property Tax Home Equity Dispute
Can a state pocket your surplus home equity while collecting past-due property tax?
By Kelley R. Taylor • Published
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10 States With the Highest Sales Taxes
state tax These states have the highest sales tax in the U.S., but do they really? Learn what taxes really look like before you travel or relocate, so you don’t overspend.
By Katelyn Washington • Last updated
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IRS Service Improvements Could Bring Faster Tax Refunds
Recent IRS improvements mean taxpayers could see faster tax refunds next year and beyond.
By Katelyn Washington • Published
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For Best Tax Savings, Year-Round Tax Planning Is Essential
For optimal, ongoing tax reduction, consider employing these nine strategies throughout the entire year.
By Andy Leung, Private Wealth Adviser • Published
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From SECURE Act to SECURE 2.0: Is Your Estate Plan Safe?
The ever-evolving legislative landscape provides both challenges and opportunities when it comes to making plans for your retirement and your estate. A key focus: tax planning.
By Lindsay N. Graves, Esq. • Published
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Where's My Refund? How to Track Your Tax Refund Status
tax refunds Where's My Refund lets you track the status of your tax return. Here's what you need to know.
By Katelyn Washington • Last updated
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SECURE 2.0 Act Summary: New Retirement Plan Rules to Know
The SECURE 2.0 Act makes significant changes to retirement savings plans. Here's a summary of what you need to know.
By Kelley R. Taylor • Last updated
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Capital Gains Taxes Trap: How to Avoid Mutual Fund Tax Bombs
It’s bad enough when your mutual fund’s assets lose value, but owing unexpected capital gains taxes after those losses is doubly frustrating.
By Samuel V. Gaeta, CFP® • Published