NextEra Energy Duke Energy: A $67B Deal That Shifts Revenue
A potential $67 billion move between nextera energy and duke energy could redefine how regulated utilities grow, fund...
Wash Sale Rule Dividend Etf Tax Loss
An introduction to wash sale rules as they apply to dividend ETFs and how to structure trades to preserve tax benefits.
17,220 articlesHow Index "Gaming" Around Additions Hurts Investors
When new names join the S&P 500, the market can react as funds chase index inclusion. This article explains how index...
The $24,480 Social Security Rule Costing Retirees Thousands
As retirement decisions tighten, the $24,480 social security rule continues to shape how much retirees keep when they...
Tax Bomb for Retirees with Over $1.2 Million at 73
When required minimum distributions start at 73, retirees with over $1.2 million in a traditional 401(k) can face a s...
The Surviving Spouse with $1.4M Faces Widow Penalty
A widow with $1.4 million in retirement assets faces a tax cliff once her spouse dies. The IRS treats her as a single...
Roger Whitney Urges Roth 401(K) Priority for 60-Year-Old with $3.5M
In a timely Retirement Answer Man segment, Roger Whitney counsels a 60-year-old with roughly $3.5 million to keep fun...
Beautiful Bill Just Changed How Families Fund Pilot Licenses
The beautiful bill just changed how 529 plans can fund flight training, enabling tax-free use for FAA training and re...
Smart Moves for a $5,800 Monthly Retirement
A couple aged 66 and 65+ lives on $5,800 per month from a state pension and retirement-account withdrawals, weighing ...
Severance Negotiation Move That Trimmed a VP's Tax Bill
A mid-career executive carved tax savings from a $480,000 severance by spreading payments across two years, illustrat...
Coinbase Urges Congress Treat Stablecoins as Cash Today
In a June hearing, Coinbase urged lawmakers to treat USD-pegged stablecoins as cash for tax purposes, seeking de mini...
Million Retirement Mistake: Counting Income You Won't Spend
A $1 million portfolio can drain quickly once taxes and withdrawal rules bite. Experts warn that counting gross yield...
Bernie Sanders Elon Musk Tax Plan Could Save Social Security
Social Security's finances are under pressure as 2033 insolvency looms and a $26.1 trillion 75-year shortfall exists....
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