I’m a CFP and personal finance reporter. How I plan for open enrollment
Azmanl | E+ | Getty Images As a certified financial planner and personal finance reporter, I spend a…
‘Taylor Swift Tax’ on high-end vacation homes spreads to more states
Taylor Swift attends the 67th GRAMMY Awards on February 02, 2025 in Los Angeles, California. Frazer Harrison |…
How Roth conversions could slash Trump’s $40,000 ‘SALT’ deduction
U.S. President Donald Trump signs the sweeping spending and tax legislation, known as the “One Big Beautiful Bill…
How to pick the best option for your money
Laylabird | E+ | Getty Images Roth 401(k) or Roth individual retirement account contributions can be a powerful…
Roth 401(k)s offer tax-free growth — but few workers use them
Marco Vdm | E+ | Getty Images For many investors, workplace retirement plans build long-term savings via automatic…
Trump’s ‘big beautiful bill’ makes Roth conversions more complicated
Alvaro Gonzalez | Moment | Getty Images If you’re eyeing a Roth conversion, President Donald Trump‘s “big beautiful…
Trump’s ‘big beautiful bill’ may hit high earners with ‘SALT torpedo’
U.S. President Donald Trump gestures before boarding Air Force One as he returns to Washington, D.C., in Lossiemouth,…
Trump’s ‘big beautiful bill’ includes key tax changes for 2025
Speaker of the House Mike Johnson (R-LA) (C) signs the One Big Beautiful Bill Act during an enrollment…
New York City braces for wealth flight with Mamdani’s political rise
Zohran Mamdani’s primary win in New York City’s mayoral race and proposal to raise taxes on millionaires have…
Trump bill needed Alaska carveout to pass
U.S. Senator Lisa Murkowski (R-AK) walks after the Senate passes U.S. President Donald Trump’s sweeping spending and tax…