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personalfinance: Archive

Zacks Equity Research

How Are Taxes Handled When Selling a Home in a Trust?

Selling a home in a trust involves different tax rules depending on whether the trust is revocable or irrevocable. The type of trust determines who pays the taxes and how capital gains, estate, and inheritance taxes are handled.

Meredith Margrave

Tax Planning Essentials Every Summer Freelancer Needs to Know

Freelancers have to jump through a lot more hoops to pay their taxes... and the IRS doesn't accept "I didn't know" as an excuse. However, a little planning can take the stress out of taxes and set you up for long-term success.

Meredith Margrave

Only 13% of Self-Employed Workers Save for Retirement - Let's Change That

Retirement planning for the self-employed may be a bit more complicated, but all you need is to stay flexible. Meredith outlines five hurdles that you will likely run into and shows how to surmount them for a more secure future.

Zacks Equity Research

Babysitting and Taxes: A Guide to Federal Income Tax Rules

Babysitters must report their income to the IRS if they earn $400 or more, and parents who pay their babysitter $2,700 or more in 2024 have additional tax responsibilities.

Zacks Equity Research

Can I Claim My Adult Child as a Dependent for a Tax Credit?

Understanding the difference between a qualifying child and a qualifying relative is key for tax returns. To claim the $500 Credit for Other Dependents, your adult child must meet the 'qualifying relative' criteria.

Meredith Margrave

Holiday Budgeting in August? Yes, and Here's Why It's Smart

Just like retirement, it's never too early to start preparing for... the holidays! Meredith outlines seven steps that you can take right now to give yourself the gift of financial peace during "the most wonderful time of the year."

Ishita Chandra

Gen X's Retirement Crisis: Why Only 20% Are Financially Ready Test

The vast majority of people nearing retirement aren't prepared for this life change??? but you don???t have to be one of them. Meredith goes over a "quick-and-dirty benchmark" that's a good first step in closing the retirement readiness gap.

Meredith Margrave

Money Talks: How We Learned to Manage Finances as a Couple

You'd think that having two minds on an issue would be a big benefit, but actually managing money as a couple can be difficult. Meredith offers a few personal lessons learned to help save your finances??? and maybe even your marriage.

Avirup Banerjee

PF- RetirementPlanning- GeneralRetirementPlanning

PF- RetirementPlanning- GeneralRetirementPlanning

Avirup Banerjee

PF- MoneyManagement - CreditScores

PF- MoneyManagement - CreditScores

Avirup Banerjee

PF- TaxInformation- PropertyTax

PF- TaxInformation- PropertyTax

Avirup Banerjee

PF- MoneyManagement - CreditScores

PF- MoneyManagement - CreditScores

Avirup Banerjee

PF- TaxInformation- PropertyTax

PF- TaxInformation- PropertyTax

Avirup Banerjee

PF- RetirementPlanning- GeneralRetirementPlanning

PF- RetirementPlanning- GeneralRetirementPlanning

Avirup Banerjee

PF- TaxInformation- PropertyTax

PF- TaxInformation- PropertyTax

Avirup Banerjee

PF- MoneyManagement - CreditScores

PF- MoneyManagement - CreditScores

Avirup Banerjee

PF- RetirementPlanning- GeneralRetirementPlanning

PF- RetirementPlanning- GeneralRetirementPlanning

Avirup Banerjee

PF- TaxInformation- PropertyTax

PF- TaxInformation- PropertyTax

Avirup Banerjee

PF- RetirementPlanning- GeneralRetirementPlanning

PF- RetirementPlanning- GeneralRetirementPlanning

Avirup Banerjee

PF- MoneyManagement - CreditScores

PF- MoneyManagement - CreditScores

Avirup Banerjee

PF- TaxInformations - TaxFillings

PF- TaxInformations - TaxFillings

Avirup Banerjee

PF- TaxInformations - TaxDeductions

PF- TaxInformations - TaxDeductions

Avirup Banerjee

PF- Retirement planning- 401ks

PF- Retirement planning- 401ks

Avirup Banerjee

PF- Retirement planning- BudgetinRetirement

PF- Retirement planning- BudgetinRetirement

Avirup Banerjee

PF- MoneyManagement - ConsumerRights

PF- MoneyManagement - ConsumerRights