Understanding Tax Rules for Call and Put Options in the U.S.

Learn about the U.S. tax implications for call and put options, including short-term and long-term gains, exercising options, ...

Two Reasons to Consider Deferred Compensation in the Wake of the OBBB, From a Financial Planner

Deferred compensation plans let you potentially lower your current taxes and help to keep you out of a higher tax bracket. It ...

A new rule means some 401(k) contributions will no longer be tax-deferred. Here’s who will be affected

A new rule is going into effect next year that will affect high earners who make “catch-up contributions” in their 401(k)s or other tax-deferred workplace retirement plans.
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A new rule means some 401(k) contributions will no longer be tax-deferred. Here’s who will be affected

Staring next year, the highest-earning 401(k) participants who are eligible to make "catch-up" contributions will no longer be able to defer taxes on those contributions. - FreshSplash/E+/Getty Images ...
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Deferred Resignations Will Proceed Even With Shutdown, OPM Says

Federal employees who accepted a resignation incentive will be unemployed starting tomorrow, even if there is a government shutdown, according to the Office of Personnel Management. The threat of a ...
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What Is A Taxable Or Tax-Deferred Account?

Use our guide to decide which assets belong in a taxable account and which go into a tax-advantaged account. Eric Adams drops out of New York mayoral race Russell M. Nelson, oldest-ever president of ...