Social Security beneficiaries receiving payments in 2026 can expect about $56 more every month, a new tax deduction that will lower seniors' taxes, and modernization updates to the agency.

Income Tax Refund Status, Risk Management for AY 2025-26 Explained: The messages and e-mails from the Income Tax Department, asking people to file revised returns by December 31, have invited ire.

Most Americans may be better off waiting until 2026 to donate cash to their favoriite charities due to tax law changes.

The Fund returned 6.32% in 3Q25, underperforming the S&P 500 as dividend bias and call writing detracted in a rising market.

I remain bullish on US equities into 2026, expecting a 10% S&P 500 return, with small caps likely to outperform. Learn more about market outlook here.

While individuals with Donor Advised Funds stepped up during COVID and the subsequent financial downturns in 2022, and large ...

OBBBA impacts your prospects in ways they never thought of. Here is how you can move the money to where it does the most good.

Changes in the tax law will have different effects on people who take the standard deduction versus high earners who itemize.

Christine Benz: Hi, I’m Christine Benz for Morningstar. People who are 65 and older may be able to take advantage of a new senior deduction starting in 2025. Joining me to discuss what you need to ...

Since the 2017 tax reform, fewer donors are able to claim deductions for their gifts. But with the right strategies, you may be able to turn your generosity into tax savings this year—before new ...

Q. Hi, Dan. I don’t understand why people are talking about the new deduction for charitable gifts next year. Haven’t charitable gifts always been deductible? — Carl in Rockledge A. Carl, for millions ...

Each spring, millions of taxpayers face a deceptively simple question — take the standard deduction or itemize? For those not versed in the lingo of taxes, the distinction can be confusing. But ...