Financial Advisors

Merging PF accounts is a necessary step when transitioning between jobs. Employees are encouraged to retain PF funds until retirement, with exceptions and tax rules explained.Financial advisors strongly recommend that employees refrain from…

Despite the cooling market, many homeowners made money selling their property in 2022 — and part of that windfall may be taxable.Home sellers made a $112,000 profit on the typical sale in 2022, a 21% increase from 2021, and a 78% jump from…

vitapix | E+ | Getty ImagesPlanning to sell some investments this year? It's less likely to affect your 2023 tax bill, experts say.Here's why: The IRS made dozens of inflation adjustments for 2023, including the long-term capital gains…

Talking about money with your romantic partner or spouse can be tough — especially when you don't understand or know much about how they think about money.A new survey finds that 64% of couples admit to being "financially incompatible" with…

Prathanchorruangsak | Istock | Getty ImagesWhether you're starting a new job or updating retirement savings goals, you may need to choose between pre-tax or Roth 401(k) contributions — and the choice may be more complex than you think.While…

Bill Oxford | E+ | Getty ImagesIf you're banking on a tax refund, it may be "somewhat lower" than last year's payment, according to the IRS.Typically, you can expect a federal refund if you've overpaid yearly taxes or withheld more than…

Drakula & Co. | Moment | Getty ImagesHow soon to expect a tax refund after filing your returnTypically, you will receive a refund within 21 days if you've filed an accurate, electronic return with direct deposit for the payment,…

If you're expecting a refund this season, it's critical to file a complete and accurate tax return to avoid "extensive processing" and delays, according to the IRS.   One of the keys to error-free filing is including all your required tax…

If you made a Roth individual retirement account conversion in 2022, you may have a more complicated tax return this season, experts say. The strategy, which transfers pretax or non-deductible IRA funds to a Roth IRA for future tax-free…

mediaphotos | E+ | Getty ImagesEnlist tax prep helpOne of the first things to consider: Will you be filing your own taxes this year or tapping an expert to file a return on your behalf?If you're planning to hire a tax preparer, January is a…