As advisors continue to debate the best way for retirees to take income from their savings, a new approach emerged this fall from a research paper that challenges William Bengen’s famous “4% rule.” ...

The Senate on Tuesday passed a bill that would eliminate federal taxes on tips, advancing a key campaign promise of President Trump’s, with the help of Senate Democrats. Sen. Jacky Rosen (D-Nev.) ...

Alex Shahidi, JD, CFA®, CFP®, ChFC®, CIMA®, is a Managing Partner and Co-CIO at Evoke Advisors, and Host of The Insightful Investor Podcast. Treasury inflation-protected securities (TIPS) may be the ...

Beginning with the 2025 tax year (for returns filed in 2026), eligible workers can deduct up to $25,000 in reported tip income from their federal taxable income.

The Senate on Tuesday unanimously passed the No Tax on Tips Act in a surprise vote. This could boost momentum for the idea floated by President Donald Trump during his 2024 campaign. If enacted, the ...

The IRS published Schedule 1-A (Form 1040), Additional Deductions, along with updated instructions for Form 1040, U.S. Individual Income Tax Return, that explain how taxpayers can claim the new ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Roughly 6 million people reported income from tips on federal income tax returns in the past — and you can bet they'll jump at the chance to see a bigger refund by claiming a new deduction on tip ...

Ivanna Hampton: Welcome to Investing Insights. I‘m your host, Ivanna Hampton. Concerns about sticky inflation are sending many investors looking for a direct hedge against it. Treasury ...