Kate Dore, CFP®

In 2025, the child tax credit could undergo some changes.

In 2025, the child tax credit could undergo some changes.

Investing
Republicans Propose Extension of Trump Tax Cuts Amidst Democratic Opposition

Republicans Propose Extension of Trump Tax Cuts Amidst Democratic Opposition

Investing
Eligibility criteria for IRS free Direct File program: 30 million people could qualify.

Eligibility criteria for IRS free Direct File program: 30 million people could qualify.

Investing
The 2025 tax season has commenced, as announced by the IRS.

The 2025 tax season has commenced, as announced by the IRS.

Investing
Failing to make the final 2024 quarterly estimated tax payment could result in 'unforeseen penalties', according to the IRS.

Failing to make the final 2024 quarterly estimated tax payment could result in 'unforeseen penalties', according to the IRS.

Investing
Congress should maintain IRS funding for both service and technology, according to a Taxpayer Advocate.

Congress should maintain IRS funding for both service and technology, according to a Taxpayer Advocate.

Investing
In 2025, changes to tax brackets could result in a slightly larger paycheck for you - here's what you need to know.

In 2025, changes to tax brackets could result in a slightly larger paycheck for you - here's what you need to know.

Investing
This 401(k) plan feature is a 'green light to contribute passively,' advisor says.

This 401(k) plan feature is a 'green light to contribute passively,' advisor says.

Investing
Maximizing your 401(k) plan in 2025 with increased limits and larger catch-up contributions.

Maximizing your 401(k) plan in 2025 with increased limits and larger catch-up contributions.

Investing
Here's how to increase your 401(k) plan contributions for 2025 and save more.

Here's how to increase your 401(k) plan contributions for 2025 and save more.

Investing
Before removing some risk from bitcoin profits, advisor recommends considering certain factors.

Before removing some risk from bitcoin profits, advisor recommends considering certain factors.

Investing
In 2025, a new 'super funding' limit for some 401(k) savers will be implemented. Learn how to maximize your savings.

In 2025, a new 'super funding' limit for some 401(k) savers will be implemented. Learn how to maximize your savings.

Investing
You can still reduce your 2024 tax bill with these last-minute strategies.

You can still reduce your 2024 tax bill with these last-minute strategies.

Investing
Here are key lessons from Trump's 2017 tax overhaul, which may provide insight into the uncertainty surrounding his 2025 tax plan.

Here are key lessons from Trump's 2017 tax overhaul, which may provide insight into the uncertainty surrounding his 2025 tax plan.

Investing
According to advisors, the optimal tax bracket for a Roth IRA conversion is.

According to advisors, the optimal tax bracket for a Roth IRA conversion is.

Investing
Required minimum distributions have a crucial deadline approaching, according to the IRS.

Required minimum distributions have a crucial deadline approaching, according to the IRS.

Investing
Paying for a Roth IRA conversion comes with a tax bill — here's how to handle it.

Paying for a Roth IRA conversion comes with a tax bill — here's how to handle it.

Investing
Before taking your first required minimum distribution, it's important to understand the rules and implications.

Before taking your first required minimum distribution, it's important to understand the rules and implications.

Investing
Washington and the tax community offer differing reactions to Trump's pick for IRS commissioner, Billy Long.

Washington and the tax community offer differing reactions to Trump's pick for IRS commissioner, Billy Long.

Investing
Gifting crypto to charity could potentially result in a tax break, but it's important to be aware of potential pitfalls.

Gifting crypto to charity could potentially result in a tax break, but it's important to be aware of potential pitfalls.

Investing
Why it can be 'hugely beneficial,' expert says, investors' crypto donations to charity skyrocket.

Why it can be 'hugely beneficial,' expert says, investors' crypto donations to charity skyrocket.

Investing
Everyone benefits except the IRS with this legal charitable donation strategy, according to an advisor.

Everyone benefits except the IRS with this legal charitable donation strategy, according to an advisor.

Investing
This charitable giving strategy typically offers the largest tax advantage, according to an advisor.

This charitable giving strategy typically offers the largest tax advantage, according to an advisor.

Investing
How to optimize your tax deductions through charitable donations

How to optimize your tax deductions through charitable donations

Investing
In 2025, key changes to 401(k) plans will be implemented. It is crucial for savers to understand these changes.

In 2025, key changes to 401(k) plans will be implemented. It is crucial for savers to understand these changes.

Investing
Here's how to make the most of your 'triple-tax-free' account, advisor says, as most employees don't utilize it.

Here's how to make the most of your 'triple-tax-free' account, advisor says, as most employees don't utilize it.

Investing
Experts predict that Trump's tax plans could be complex in 2025, according to policy experts.

Experts predict that Trump's tax plans could be complex in 2025, according to policy experts.

Investing
How to Utilize the 0% Capital Gains Bracket with Bitcoin's Price Increase

How to Utilize the 0% Capital Gains Bracket with Bitcoin's Price Increase

Investing
Exchange-traded funds (ETFs) can simplify tax-loss harvesting.

Exchange-traded funds (ETFs) can simplify tax-loss harvesting.

Markets
Investors can take this crucial step to minimize future crypto tax liabilities.

Investors can take this crucial step to minimize future crypto tax liabilities.

Investing
In 2025, significant modifications to retirement rules will be implemented. Here are some strategies to help you save more money.

In 2025, significant modifications to retirement rules will be implemented. Here are some strategies to help you save more money.

Investing
The number of Roth IRA conversions could rise, despite no tax increases from President-elect Donald Trump.

The number of Roth IRA conversions could rise, despite no tax increases from President-elect Donald Trump.

Investing
President-elect Trump and the Republican Congress have ruled out any increase in capital gains tax, according to an economist.

President-elect Trump and the Republican Congress have ruled out any increase in capital gains tax, according to an economist.

Investing
What a Trump presidency could mean for your tax obligations.

What a Trump presidency could mean for your tax obligations.

Investing
How to Avoid the "Survivor's Penalty" After a Spouse Dies

How to Avoid the "Survivor's Penalty" After a Spouse Dies

Investing
The potential tax battle that the next U.S. president may face in 2025 could have implications for investors.

The potential tax battle that the next U.S. president may face in 2025 could have implications for investors.

Investing
For 2025, the IRS has declared catch-up contributions for 401(k) plans.

For 2025, the IRS has declared catch-up contributions for 401(k) plans.

Investing
The IRS announces the 2025 IRA contribution limits.

The IRS announces the 2025 IRA contribution limits.

Investing
The IRS sets 2025 401(k) contribution limits.

The IRS sets 2025 401(k) contribution limits.

Investing
The Treasury Department declares a new 3.11% rate for Series I bonds over the next six months.

The Treasury Department declares a new 3.11% rate for Series I bonds over the next six months.

Investing
Financial experts advise against waiting too long to convert to a Roth IRA at year-end.

Financial experts advise against waiting too long to convert to a Roth IRA at year-end.

Investing