Proactively reviewing your health coverage, RMDs, and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.
Young and the Invested on MSN
The tax form trifecta: Master the W-2, W-4, and W-9
The Internal Revenue Service (IRS) requires employers and employees alike to use specific tax forms to accurately record ...
The 47 per cent withholding happens automatically to certain investment income when no tax file number (TFN) is recorded – ...
SmartAsset on MSN
Ask an Advisor: My Investments Don't Withhold Capital Gains Taxes. How Can I Minimize My Tax Bill?
My investment accounts don't withhold taxes from my capital gains, which is causing me to owe large amounts when I file my ...
Young and the Invested on MSN
Stop overpaying the IRS: 8 key situations where you should adjust your tax withholding
Even though you only have to file a federal income tax return once per year, you generally must make tax payments to the IRS ...
Young and the Invested on MSN
RMDs explained: Your IRS-mandated retirement paycheck
You spend decades of your life stashing away money into retirement accounts. But one day, that switch flips, and you go from withholding contributions to withdrawing your hard-earned funds. That day ...
Young and the Invested on MSN
What Are RMDs? Our Guide to Required Minimum Distributions (Young and the Invested)
You spend decades of your life stashing away money into retirement accounts. But one day, that switch flips, and you go from ...
Social Security in 2026 brings higher income limits and new rules. Learn what working retirees need to know to prevent ...
The year-end rush can bring holiday cheer, but it’s also a chance to make a significant impact on your taxes before January ...
Small companies (turnover not more than ₦100 million and total fixed assets not more than ₦250 million) pay 0% tax ...
The IRS refunded $311 billion to taxpayers in 2025—here’s how to cut your tax bill and keep more cash in your pocket next ...
The College Investor on MSN
How To Use An HSA As A Retirement Account (The Secret IRA Hack)
Using an HSA (or health savings account) as a retirement account is the most underrated way to save and invest. One of my ...
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