As advisors continue to debate the best way for retirees to take income from their savings, a new approach emerged this fall from a research paper that challenges William Bengen’s famous “4% rule.” ...

Beginning with the 2025 tax year (for returns filed in 2026), eligible workers can deduct up to $25,000 in reported tip income from their federal taxable income.

Alex Shahidi, JD, CFA®, CFP®, ChFC®, CIMA®, is a Managing Partner and Co-CIO at Evoke Advisors, and Host of The Insightful Investor Podcast. Treasury inflation-protected securities (TIPS) may be the ...

The Senate on Tuesday passed a bill that would eliminate federal taxes on tips, advancing a key campaign promise of President Trump’s, with the help of Senate Democrats. Sen. Jacky Rosen (D-Nev.) ...

The IRS published Schedule 1-A (Form 1040), Additional Deductions, along with updated instructions for Form 1040, U.S. Individual Income Tax Return, that explain how taxpayers can claim the new ...

The Senate on Tuesday unanimously passed the No Tax on Tips Act in a surprise vote. This could boost momentum for the idea floated by President Donald Trump during his 2024 campaign. If enacted, the ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Roughly 6 million people reported income from tips on federal income tax returns in the past — and you can bet they'll jump at the chance to see a bigger refund by claiming a new deduction on tip ...

Ivanna Hampton: Welcome to Investing Insights. I‘m your host, Ivanna Hampton. Concerns about sticky inflation are sending many investors looking for a direct hedge against it. Treasury ...