Congress Weighing Whether Crypto Tax Rules Could Expand
The House Ways and Means Committee plans a June hearing to decide if crypto tax relief should cover more than stablec...
Tax Lots Change With Portfolio Rebalance
During a rebalance, which tax lots remain, get sold, or new lots form can shift. This intro explains the typical changes and implications.
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Taking Your Required Minimum: Is March the Smart Move?
When you turn 73, the game changes: you must take a required minimum distribution (RMD). This article weighs the pros...
Shakira Will Million Refund Sparks Spain Tax Debate
A Madrid court clears Shakira of a 2011 tax-year fraud claim and orders a 60 million euro refund, including interest....
Prediction: Nike Will Booted From the Dow Within 12 Months
A potential Dow reshuffle could end Nike's long run in the index and swap it for a consumer-facing giant. This articl...
VGSH VCSH: Which Vanguard Short-Term Bond ETF Is Best for You
Choosing between VGSH and VCSH can shape risk and income in your bond sleeve. This guide explains how each ETF works,...
Illinois Proposes Fixing Alcohol Taxes: A Closer Look
Illinois has floated a plan to fix its long-broken alcohol tax system. This article explains what the proposal actual...
Your 401(k) Employer Stock? Key Tax Rule Before Retirement
Millions of workers are surprised to learn a lump-sum move can unlock Net Unrealized Appreciation (NUA) benefits for ...
State Street Energy Alerian: Which ETF Is Better Now?
Choosing between broad energy exposure and high-yield pipelines requires weighing costs, income, and risk. This guide...
Inherited 401(k) Mistake That Cost Heir a Massive Tax Hit
A non-spouse beneficiary confronts roughly $120,000 in excess taxes after misinterpreting the SECURE Act 10-year rule...
Bomb: Employer Stock Inside 401(k) Could Cost Dearly
A retiring executive with a $4+ million 401K and a heavy concentration in employer stock faces a potential tax trap. ...
McDonald Explains Higher Earners and Roth 401(k) Decisions
A fresh examination argues that high earners may favor traditional pre-tax employer matches over Roth options in peak...
Remembering Bill Archer and the Fiscal Policy Legacy
A thoughtful tribute to a public figure whose approach to tax policy blends discipline with cooperation. This piece p...
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