Kate Dore

This free IRS tax withholding tool makes it easier update your paycheck. But not everyone should use it, experts say.

Kate Dore, CFP®, EA If your tax refund or balance due was bigger than expected, there's still time to adjust paycheck withholdings for 2026.

The U.S. Department of the Treasury has announced new Series I bond rates through October 2026.

Series I bonds are paying 4.26% annual interest through Oct. 31 based on the latest inflation data. But you need to consider the trade-offs, experts say.

Trump Accounts could allow direct stock donations, according to reports. Here's what that change could mean for investors.

Millions of Americans could be eligible for pandemic-era tax refunds based on Kwong v. United States ruling. Here's the deadline and who qualifies.

President Donald Trump floated a federal gas tax suspension. If enacted, here's how that could impact consumers.

Key Points The “survivor's penalty” can impact some couples after a spouse dies when filing status shifts from married filing jointly to single.

The IRS has increased the health savings account limits for 2027. Here's what you need to know.

Key Points July 4 is the official launch date for Trump Accounts, a new savings and investing vehicle for kids under 18 in the U.S.