OBBB Non-Health Care Tax Provisions
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OBBB Non-Health Care Tax Provisions

The One Big Beautiful Bill Act delivers new tax breaks, bigger deductions, and no-tax-on-tips rules.
Ordinary vs. Qualified Dividends: What’s the Tax Difference?
Featured

Ordinary vs. Qualified Dividends: What’s the Tax Difference?

Not all dividends are taxed the same—knowing the difference can save investors money.
How Are Annuities Taxed?
Featured

How Are Annuities Taxed?

Annuities grow tax-deferred—but how much you’ll owe depends on whether they’re qualified or non-qualified, and who inherits them.
Can You Claim an Aged Parent as a Dependent?
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Can You Claim an Aged Parent as a Dependent?

Taking care of aging parents is difficult, but it’s also expensive.

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OBBB Non-Health Care Tax Provisions

OBBB Non-Health Care Tax Provisions

The One Big Beautiful Bill Act delivers new tax breaks, bigger deductions, and no-tax-on-tips rules.
Ordinary vs. Qualified Dividends: What’s the Tax Difference?

Ordinary vs. Qualified Dividends: What’s the Tax Difference?

Not all dividends are taxed the same—knowing the difference can save investors money.
How Are Annuities Taxed?

How Are Annuities Taxed?

Annuities grow tax-deferred—but how much you’ll owe depends on whether they’re qualified or non-qualified, and who inherits them.
Can You Claim an Aged Parent as a Dependent?

Can You Claim an Aged Parent as a Dependent?

Taking care of aging parents is difficult, but it’s also expensive.
You Don’t Need Those Clothes You’re Giving to Charity, but You Might Still Need Your Calculator

You Don’t Need Those Clothes You’re Giving to Charity, but You Might Still Need Your Calculator

If you plan to give a valuable item to charity, your appraiser’s replacement cost estimate for your insurance company won’t satisfy the IRS.
What Is Your Marginal Tax Rate?

What Is Your Marginal Tax Rate?

You should know how the marginal rate works when planning your tax filings.
Tax Tips for Day Traders

Tax Tips for Day Traders

With day trading, you must plan how you will be taxed a year in advance.