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Latest Personal Finance News

Who’s Left To Tax? Grappling With A Dwindling Shareholder Tax Base

Foreign investors, retirement accounts, and other tax-exempt entities now dominate US stock ownership. This shift has important implications for understanding…

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Student Loan Forgiveness Application For Biden’s New Plan: What We Know

Earlier this week, President Joe Biden formally announced a significant new student loan forgiveness plan that could provide relief to…

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5 Tax Strategies for Your Retirement Income

Retirement planning can be complicated. But ignoring the tax consequences of your retirement income can take a bite out of…

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1031 Exchange Rules in California

Selling an underperforming asset and buying a similarly priced, more promising investment is a logical business move – but what…

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Best high-limit credit cards

Thomas Barwick/Getty Images Our writers and editors used an in-house natural language generation platform to assist with portions of this…

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What is a second-chance checking account? Here’s everything you need to know

If you’ve previously applied for a checking account and were denied, chances are the bank used a consumer reporting agency…

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Meet The World’s Best Banks 2024

There are myriad reasons consumers might choose one bank over another. To name a few: “Some consumers are driven by…

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The SEC’s Final Climate Disclosure Rules: Simpler But Disputed

Tax Notes contributing editor Nana Ama Sarfo discusses the SEC’s recently released carbon pricing disclosure rules and their reception from…

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5 Budget Questions That Will Help You Reach Financial Freedom

More Americans are living paycheck to paycheck. A 2023 survey conducted by Payroll.org found that 78% of respondents are in…

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What Is a Retirement Accumulation Plan?

The accumulation phase is the period in your working life when you’re saving money for retirement. It starts from your…

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