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Trump eyes deeper IRS cuts after 7,000 layoffs.
The Trump administration is not done taking aim at the IRS. After terminating more than 7,000 employees, mostly involved in tax enforcement, it may still cut the agency’s workforce by up to 25%.
Bloomberg TV
April 15, 2025
What to do when owing money to the IRS
Owing money to the IRS can feel overwhelming, but ignoring it will only make things worse. Start by reviewing your tax bill carefully to confirm it’s correct. If you can’t pay in full, consider options like an in..
Local New Live
April 21, 2025
Harvard's fight with the Trump Administration
Harvard University is locked in a high-profile dispute with the Trump administration over policies it says threaten academic freedom and diversity. The conflict has centered on immigration restrictions…
Local New Live
April 15, 2025
What You Need to Know About 401(k) Early Withdrawals Before Retirement, From Penalties to Hardships
Retirement savings plans like 401(k) accounts are designed to help you save for retirement and support you financially after you stop working.
First for Women
April 21, 2025
401(k) Withdrawal Rules: What Experts Want You to Know Now
Retirement savings plans like 401(k) accounts are designed to help you save for retirement and support you financially after you stop working. Unfortunately..
The Charlotte Observer
April 28, 2025
401(k) Withdrawal Rules: What Experts Want You to Know Now
Withdrawing from your 401(k) before age 59½ typically triggers a 10% federal early withdrawal penalty, explains Karla Dennis, finance expert and CEO/Founder of KDA, Inc., a tax strategy firm.
Merced The Sun-Star
April 15, 2025
401(k) Withdrawal Rules: What Experts Want You to Know Now
Withdrawing from your 401(k) before age 59½ typically triggers a 10% federal early withdrawal penalty, explains Karla Dennis, finance expert and CEO/Founder of KDA, Inc., a tax strategy firm.
Ledger- Enquirer
April 28, 2025
401(k) Withdrawal Rules: What Experts Want You to Know Now
Retirement savings plans like 401(k) accounts are designed to help you save for retirement and support you financially after you stop working. Unfortunately..
Yahoo Finance
April 28, 2025
Can You Afford a Micro-Retirement? Key Factors to Consider
The idea isn’t entirely new: Author Tim Ferriss popularized the term “mini-retirement” in his 2009 book “The Four-Hour Workweek.”1 But renewed interest in extended mid-career sabbaticals has grown amid economic uncertainty,
Investopedia
April 30, 2025
5 Financial Wellness Tips For Keeping On Budget During Wedding Season
Love is in the air. May through October is the traditional wedding season. While there’s nothing like a wedding to put a smile on your face, bring tears of joy…
Mind Body Green
May 2, 2025
Home price inflation, gifting stocks, Congressional tax bill: Wealth
Wealth host Brad Smith monitors the morning’s stock market (^DJI, ^IXIC, ^GSPC) action while speaking to various Wall Street experts about investment strategies and personal finances.
Yahoo Finance
May 14, 2025
Home price inflation, gifting stocks, Congressional tax bill: Wealth
KDA CEO and founder Karla Dennis also joins the program to discuss the latest tax bill being voted on in Congress.
What Finger
May 14, 2025
5 Financial Wellness Tips For Keeping On Budget During Wedding Season
I want to make a small early withdrawal from my 401(k) to give me some wiggle room and help me catch up with phone, car and other bills. I’m in my 30s so I have lots of time left before retirement.
San Francisco Chronicle
May 18, 2025
Tax Bill Shock? Realign Your Budget With 6 Simple Tips This Year
Tax season doesn’t always end on a boon. In fact, Internal Revenue Service (IRS) data suggest the number of Americans receiving a refund is decreasing.1 Consider these strategies to reset your budget if a surprisingly large tax bill has tampered with your financial health.
Investopedia
June 2, 2025
Social Security Is Impacted by Trump's Tax Bill: What to Know
The bill passed by the House would raise the standard deduction by up to $4,000 for people aged 65 and over, starting in 2025 through 2028. This change, though not targeted directly at Social Security income, could effectively reduce the taxable burden for retirees whose total income, including benefits, is modest.
News Week
June 7, 2025
Map Shows States That Don't Tax Social Security
The Senate’s version includes a temporary enhanced tax deduction of up to $6,000 per eligible person age 65 and older. A similar provision appears in the House’s proposal, where it’s referred to as a “bonus,” but the deduction would be capped at $4,000.
News Week
June 20 2025
Map Shows States That Don’t Tax Social Security
Ending taxes on Social Security income has made headlines as the Trump administration looks for ways to reduce financial burdens on older Americans. But although federal changes may be on the way, several states are still taxing retirement income.
Idaho Stateman
June 20, 2025
Social Security Changes in Trump's Big Beautiful Bill: What to Know
Though the measure doesn’t directly change how Social Security benefits are taxed, it may indirectly shield more of that income from federal taxes for lower- and middle-income retirees.
Social Security Changes in Trump’s Big Beautiful Bill: What to Know
News Week
June 2, 2025
Map Shows States That Don't Tax Social Security
The Senate’s version includes a temporary enhanced tax deduction of up to $6,000 per eligible person age 65 and older. A similar provision appears in the House’s proposal, where it’s referred to as a “bonus,” but the deduction would be capped at $4,000.
News Week
June 20 2025
Map Shows States That Don’t Tax Social Security
Ending taxes on Social Security income has made headlines as the Trump administration looks for ways to reduce financial burdens on older Americans. But although federal changes may be on the way, several states are still taxing retirement income.
Idaho Stateman
June 20, 2025
Social Security Changes in Trump's Big Beautiful Bill: What to Know
Though the measure doesn’t directly change how Social Security benefits are taxed, it may indirectly shield more of that income from federal taxes for lower- and middle-income retirees.
Social Security Changes in Trump’s Big Beautiful Bill: What to Know
News Week
June 2, 2025
Social Security changes in Trump’s Big Beautiful Bill: What to know
Currently, up to 85 percent of Social Security benefits can be taxed if a retiree’s income exceeds a relatively modest threshold: $34,000 for individuals and $44,000 for married couples filing jointly. These thresholds have remained unchanged since they were set in the 1980s…
The News Beyond Detroit
June 2, 2025
Social Security Responds to Trump's 'Big, Beautiful Bill'
“This is a historic step forward for America’s seniors,” Social Security Commissioner Frank Bisignano said in a news release. “For nearly 90 years, Social Security has been a cornerstone of economic security for older Americans.
News Week
June 4, 2025
Social Security Responds to Trump’s ‘Big, Beautiful Bill’
The Social Security Administration (SSA) has celebrated the passage of President Donald Trump‘s One Big Beautiful Bill Act, describing it as “landmark” legislation that provides “long-awaited tax relief to millions of older Americans.
DNYUZ
June 4, 2025
Social Security Administration Breaks Silence as Trump Prepares to Sign ‘Big, Beautiful Bill’
The Social Security Administration (SSA) is taking pride in what it describes as a “historic step forward” for elderly Americans as Donald Trump gets ready to sign the One Big Beautiful Bill Act in a grand event on Friday. Others warn that under the bill’s patriotic…
Inquisitr
June 2, 2025
Trump’s Social Security Tax Cuts Advance as SSA Backs Historic Reform Amid Fiscal Controversy
The Social Security Administration (SSA) has backed President Donald Trump’s One Big Beautiful Bill Act. The agency called it “landmark” legislation that offers targeted tax relief to millions of older Americans receiving Social Security payments.
COLITCO
June 4, 2025
The rules for paying taxes on tips and overtime are changing thanks to Trump’s Big Beautiful Bill. Here’s what to expect
President Donald Trump’s campaign promises to end taxes on tips and overtime pay have seemingly come to fruition in the GOP’s “One Big Beautiful Bill” that became law Friday. But tax experts say there are a few nuances of the law workers should know ahead of next tax season.
Fortnue
June 9, 2025
No tax on tips and overtime explained: What workers can expect
President Donald trump’s campaign promises to end taxes on tips and overtime pay have seemingly come to fruition in the GOP’s “one Big Beautiful Bill” that became law Friday.
INKL
June 9, 2025
Trump’s “Big Beautiful Bill” Just Changed the Rules on Tipped and Overtime Pay — Here’s What Workers And Employers Need To Know
Both provisions have the potential to be worth thousands of dollars, depending on the individual taxpayer’s situation and how much they earn. That fact is music to the ears of workers who are struggling to pay higher prices for just about everything.
ALL WORK
June 4, 2025
Trump tariffs may be delayed, but consumers should prepare for impact
President Trump’s “Liberation Day” tariffs have been pushed back to August 1, but for consumers and businesses, the push is on to avert the potential impacts on their wallets and bottom lines. Tax expert Karla Dennis is Jim’s guest on “The Final 5.”
FOX 5
June 10, 2025
Inherited a House? Here's How to Decide What to Do With It
President Donald trump’s campaign promises to end taxes on tips and overtime pay have seemingly come to fruition in the GOP’s “one Big Beautiful Bill” that became law Friday.
INKL
June 9, 2025
Trump’s “Big Beautiful Bill” Just Changed the Rules on Tipped and Overtime Pay — Here’s What Workers And Employers Need To Know
Both provisions have the potential to be worth thousands of dollars, depending on the individual taxpayer’s situation and how much they earn. That fact is music to the ears of workers who are struggling to pay higher prices for just about everything.
ALL WORK
June 4, 2025
Trump tariffs may be delayed, but consumers should prepare for impact
President Trump’s “Liberation Day” tariffs have been pushed back to August 1, but for consumers and businesses, the push is on to avert the potential impacts on their wallets and bottom lines. Tax expert Karla Dennis is Jim’s guest on “The Final 5.”
FOX 5
June 10, 2025
Inherited a House? Here’s How to Decide What to Do With It
Deciding whether to keep, rent, or sell your inherited property is deeply personal and depends on your financial goals, emotional attachment, market conditions and tax implications. If multiple people inherit a property, things can get even more complicated
WDC News
June 11, 2025
No tax on tips and overtime explained: What workers can expect
A new tax law, seemingly fulfilling promises made by former President Trump, introduces deductions for tipped workers and those earning overtime pay from 2025-2028. Tipped workers can deduct up to $25,000 in tips,
FIRST PIPER
June 14, 2025
How can I build wealth for my kids beyond a 529 plan?
Reader May in Los Angeles asks: Aside from a 529 plan, what other investment options should I consider for my 3-year-old daughter’s long-term financial goals? What are the best ways to build wealth for her?
SAN FRANCISCO CHRONICLE
June 19, 2025
20 Strategies To Secure Venture Capital Backing, According To Finance Experts
Securing venture capital can help a growing business fully realize its potential, but standing out to investors requires more than just a good idea. From building long-term relationships to showcasing real traction, founders must take intentional steps to align with what venture capitalists are truly looking for.
FORBES
June 25, 2025
20 Ways Fintech Companies Innovate Under Regulatory Pressure
From data privacy laws to tightening oversight of digital assets, fintech companies today are navigating a wave of ever-evolving global regulations. These shifting rules can complicate everything from product development to market entry, making it harder to move quickly or scale across borders.
FIRST PIPER
June 14, 2025
How can I build wealth for my kids beyond a 529 plan?
Reader May in Los Angeles asks: Aside from a 529 plan, what other investment options should I consider for my 3-year-old daughter’s long-term financial goals? What are the best ways to build wealth for her?
SAN FRANCISCO CHRONICLE
June 19, 2025
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