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Trump's tax cuts could expire after 2025. Here are tax-planning strategies from top-ranking advisors before the tax breaks sunset. Source

As interest rates fall, it’s a ‘fantastic time’ to revisit bonds, advisor says — here’s why

As the Federal Reserve cuts interest rates, investors should revisit their bond portfolio, experts say. Here's which bonds could see

Roth individual retirement account conversions can save on future taxes. But the strategy can trigger other consequences, experts say. Source

George Kinder, recognized as the founder of financial life planning, thinks consumers are shortchanging themselves by putting off goals until

Vice President Harris proposed a 28% tax on long-term capital gains for households making more than $1 million. Here's what

Most Americans aren't planning to reduce taxes on retirement income. Here's how the "bucket strategy" could help, experts say. Source

When it comes to financial issues, it helps for couples to talk it out. But new research from Cornell University

Trillions in tax breaks enacted by former President Donald Trump are scheduled to expire after 2025. Here's how to prepare,

There's a growing disconnect between how much adult children expect to inherit and how much their aging parents plan on