Converting now would enable you to spread a possible tax hit over more than one payment while reducing future taxes.

As robust inspections and reserve mandates remain, the state legislature introduces flexibility to ease financial burdens on ...

As the westernmost county in Virginia, Lee ranks third in the cheapest places to live, due to median property tax bills being ...

If you claim early, in 2025, the Social Security Administration (SSA) temporarily withholds $1 of benefits for every $2 ...

Republicans are framing the One Big Beautiful Bill Act (OBBBA) as an expansion of Trump’s 2017 Tax Cuts and Jobs Act (TCJA), ...

The financial services firm’s guidance takes a different path than the traditional 4%-a-year strategy. Researchers compare ...

As U.S. Senate Republicans mark up their version of the One Big Beautiful Bill Act, one provision proposed a major tax break ...

Don’t buy trendy new funds. Wall Street tends to trot out funds that suit the market at the moment — red-hot tech funds when ...

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers four questions on paper checks, ...

Lenders want to protect their financial investment when they loan you money; an escrow account acts as a forced savings ...

Duration is a measure of interest-rate sensitivity; a duration of 6 implies a 6% loss in net asset value if interest rates ...

T-Mobile offers a free iPhone 16 with select plans, including a 55+ option. Is the incentive worth the switch over?