Taxes

The new accounts will provide a savings vehicle for millions of families, but as traditional IRAs, they present tax issues.

Here’s our weekly roundup of the most-read articles at Barron’s Advisor.

Taxpayers over 65 can expect an average annual 4.5% increase in after-tax income compared with 3% for all age groups, according to the Tax Foundation. 

Tax-law changes mean that some wealthy taxpayers should make charitable gifts this year, but others may want to wait.

Higher interest rates have brought a tide of red ink to the bank.

Older workers making catch-up contributions to 401(k)s may lose a tax break next year. Here’s how to maximize your tax savings.

Investors should be extra cautious when thinking about being contrarians and buying losers at the end of any calendar year.

In an elevated market, investors need to embrace new strategies to lower taxes on portfolios.

Your guide to changes that are part of the One Big Beautiful Bill Act, which passed in July.

From strategic charitable giving to well-timed Roth conversions to fully exploiting health savings accounts’ potential, financial pros share ways to significantly lower your tax bill.

Here are new deductions, effective this year, that eligible taxpayers can use even if they claim the standard deduction.

Premiums for “Obamacare” plans will spike next year if Congress doesn’t act. Health Savings Accounts could be a fix.

The cost of living is the driving force in U.S. politics today, as Joe Biden and Kamala Harris know all too well.

The U.K. government has been struggling to plug a fiscal hole, shying away from both tax hikes and spending cuts.

The increase will soak up much of an increase in Social Security payments to account for inflation.

High-net-worth taxpayers who concentrate their philanthropic donations during this tax year can avoid new deduction floors and ceilings that kick in Jan. 1.

In a new book, Ray Madoff argues inheritances should be taxed as income.

Republicans’ new tax law includes a $6,000 deduction for seniors. Here’s how to qualify.

The president is calling for dividends that would cost more than tariffs bring in, analysts say.

The Republican-appointed justices appeared divided in the depth of their skepticism to the government’s case.

The risks of a pullback are real. But so is the bull case for stocks.

In a ranking looking at factors such as tax rates and complexity, the Tax Foundation says the five most favorable states share one thing in common.

Double down on high-conviction stocks that have stumbled, then sell the original shares after 31 days to realize a tax loss.

The agency is continuing essential functions such as revenue collection and criminal investigations, but day-to-day operations are dramatically slowed.

Taxes have nearly doubled for certain uber-rich Evergreen State residents. Moving to California is one viable, if extreme, solution.