Kate Dore, CFP®

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
You can still lower your 2024 tax bill with these strategies.

You can still lower your 2024 tax bill with these strategies.

Investing
How to Utilize Higher Income Limits for the 0% Capital Gains Tax Bracket

How to Utilize Higher Income Limits for the 0% Capital Gains Tax Bracket

Investing
The wealth transfer is happening now - here's how to prepare.

The wealth transfer is happening now - here's how to prepare.

Investing
In 2025, how much can you earn without paying any capital gains tax?

In 2025, how much can you earn without paying any capital gains tax?

Investing
The IRS has increased the estate and gift tax exemption for 2025.

The IRS has increased the estate and gift tax exemption for 2025.

Investing
The IRS announces increased capital gains tax rates for 2025.

The IRS announces increased capital gains tax rates for 2025.

Investing
The IRS unveils updated federal income tax rates for 2025.

The IRS unveils updated federal income tax rates for 2025.

Investing
Don't wait until 2025 to find a tax preparer: Why one expert would '100% recommend starting now'

Don't wait until 2025 to find a tax preparer: Why one expert would '100% recommend starting now'

Investing
An analyst has stated that the surge in active ETFs is 'remarkable.' To determine if it's suitable for your portfolio, consider the following factors.

An analyst has stated that the surge in active ETFs is 'remarkable.' To determine if it's suitable for your portfolio, consider the following factors.

Markets
Beneficiaries of Inherited IRAs must be aware of the changes in rules that will take effect in 2025.

Beneficiaries of Inherited IRAs must be aware of the changes in rules that will take effect in 2025.

Investing
In 2025, a key change is expected for 401(k) 'max savers', according to an expert. It's important to be informed about this change.

In 2025, a key change is expected for 401(k) 'max savers', according to an expert. It's important to be informed about this change.

Investing
If you can't pay your taxes by the Oct. 15 tax extension deadline, here's what to do.

If you can't pay your taxes by the Oct. 15 tax extension deadline, here's what to do.

Investing
Tax breaks for hurricane losses: What you need to know

Tax breaks for hurricane losses: What you need to know

Investing
Top-ranked advisors are preparing for the potential expiration of Trump's tax cuts after 2025.

Top-ranked advisors are preparing for the potential expiration of Trump's tax cuts after 2025.

Investing
The Social Security payroll tax limit will rise in 2025, and here's how it may impact you.

The Social Security payroll tax limit will rise in 2025, and here's how it may impact you.

Investing
Delays in transferring certain assets from TreasuryDirect are causing problems for investors.

Delays in transferring certain assets from TreasuryDirect are causing problems for investors.

Investing
With declining interest rates, it's a 'great opportunity' to reassess bonds, advises expert.

With declining interest rates, it's a 'great opportunity' to reassess bonds, advises expert.

Investing
After 2025, your tax bracket may change, which could impact your brokerage account.

After 2025, your tax bracket may change, which could impact your brokerage account.

Markets
When you don't need the money, here's what to do with required withdrawals for retirees.

When you don't need the money, here's what to do with required withdrawals for retirees.

Markets
In the 2025 tax season, IRS free tax filing will be accessible in 24 states. Who is eligible to use it?

In the 2025 tax season, IRS free tax filing will be accessible in 24 states. Who is eligible to use it?

Investing
Before investing in buffer ETFs, it's important to understand how they can help mitigate losses.

Before investing in buffer ETFs, it's important to understand how they can help mitigate losses.

Markets
Unintended tax consequences could arise from your Roth IRA conversions.

Unintended tax consequences could arise from your Roth IRA conversions.

Investing
Advisory firms that assist clients in managing competing financial objectives are recognized in the CNBC FA 100 ranking.

Advisory firms that assist clients in managing competing financial objectives are recognized in the CNBC FA 100 ranking.

Investing
Some investors can "harvest capital gains" to avoid year-end mutual fund payouts, advisor advises.

Some investors can "harvest capital gains" to avoid year-end mutual fund payouts, advisor advises.

Markets