You must buy Series I bonds by Oct. 28 to get 9.62% annual interest

Insta_photos | Istock | Getty Images If you’re eager to secure 9.62% annual interest for Series I bonds for six months, the deadline is quickly approaching. You must purchase I bonds and receive...

This 28-year-old’s side hustle brings in up to $267K per year

When Domonique Brown was growing up, she was the only Black kid in her class. “It was definitely tough for me to find things that represented me,” she said. She remembers how her father wo...

How to save above 401(k) deferral limits with after-tax contributions

If you’ve already maxed out 401(k) plan contributions for 2022 and you’re eager to save more for retirement, some plans have an under-the-radar option, experts say. For 2022, you can defer...

What investors need to know about the latest crypto tax reporting rules

Jose Luis Pelaez | Getty Images The IRS is sharing more details on how to report digital assets for the 2022 tax filing year, according to draft instructions. Since 2019, there’s been a yes or n...

Investors can contribute up to $22,500 in a 401(k) and $6,500 in IRAs in 2023

If you’re eager to save more for retirement in 2023, there’s good news from the IRS: higher limits for your annual 401(k) plan and individual retirement account contributions. The employee...

How much income you can have for 0% capital gains taxes in 2023

If you’re planning to sell investments or rebalance your taxable portfolio, you may be less likely to trigger a tax bill in 2023, experts say. This week, the IRS released dozens of inflation adj...

IRS bumps estate-tax exclusion to $12.92 million for 2023

Bernd Vogel | Getty Images Ultra-wealthy Americans can soon protect more assets from federal estate taxes, the IRS announced this week.  Starting in 2023, individuals can transfer up to $12.92 million...

Here are the new income tax brackets for 2023

Andersen Ross | Blend Images | Getty Images Amid soaring inflation, the IRS this week announced higher federal income tax brackets and standard deductions for 2023. The agency has boosted the income t...

New car buyers are still paying over MSRP. Here’s how to pay less

A couple browses a car’s sticker price. Don Mason | The Image Bank | Getty Images With demand for new cars still outpacing supply at many dealerships, buyers may be asking themselves if they nee...

Series I bond rate expected to fall to roughly 6.48% in November

Morsa Images | E+ | Getty Images Fixed rate for I bonds will ‘most likely be zero’ I bond rates have two parts, a fixed rate, which remains the same after purchase, and a variable rate, wh...

Apple, Goldman Sachs introduce interest-bearing savings accounts

Apple will soon allow iPhone users to put credit card rewards from Apple Card and additional funds from separate bank accounts into an interest-bearing savings account. In a press release Thursday, Ap...

The 2022 holiday shopping season has started

Amazon’s Prime Early Access Sale may be over, but the discounts have only just begun. “Black Friday is here,” said Julie Ramhold, a consumer analyst at DealNews.com, noting that sale...

Moody’s Mark Zandi sees relief within 6 months

The U.S. will see inflation cut in half within six months, according to Mark Zandi of Moody’s Analytics. His call, which comes on the cusp of another key inflation report, hinges on oil prices s...

Young, wealthy investors are turning to alternative investments

More advisors are using alternative investments Alternative investments typically fall into four categories: hedge funds, private equity, “real assets” such as real estate or commodities a...

What to look for in your credit report to lower borrowing costs

vitapix | E+ | Getty Images Your credit score can make or break your ability to open a credit card or buy a new car or home at attractive interest rates. To boost your score, you need to know where yo...

IRS delays rules for some inherited retirement accounts until 2023

Zinkevych | iStock | Getty Images If you inherited a retirement account in 2020 or 2021, the IRS is waiving penalties for some heirs who needed to start taking required minimum distributions right awa...

Here’s how to pay 0% capital gains taxes with a six-figure income

Luminola | E+ | Getty Images It’s natural to fixate on portfolio losses, especially with the S&P 500 down more than 20% for the year. But you may still have gains after years of growth, and ...

Renters are most behind on payments in these 10 states

South Dakota has the highest percentage of renters behind on payments, at 26%, according to a new study. Pictured, Mount Rushmore National Monument. Photo by Mike Kline (notkalvin) Renters across the ...

Here are the best deals

Amazon’s Prime Early Access sale: What’s in store When Amazon’s sale kicks off Oct. 11, expect to find the best discounts on Amazon devices, such as the Kindle, Echo and Fire TV stre...

The 401(k) industry launches rollover plan for old retirement accounts

JGI | Jamie Grill | Blend Images | Getty 401(k) plans hold a whopping $7.7 trillion in retirement savings. But cash-outs of small accounts pull billions from the system each year and can harm investor...

As demand soars for Series I bonds, TreasuryDirect gets a makeover

Zoom In IconArrows pointing outwards With record demand for Series I bonds, an inflation-protected and nearly risk-free asset, the U.S. Department of the Treasury has unveiled a front-end makeover for...

CNBC’s FA 100 recognizes advisors who help people make smart money moves

Marko Geber | DigitalVision | Getty Images In times of uncertainty — turbulent markets, high inflation, geopolitical turmoil — we often write about what financial advisors are recommending to clients....

How to use your required minimum distributions for unpaid taxes

Portra | E+ | Getty Images If you’re retired and haven’t made the necessary quarterly estimated tax payments for 2022, there may still be time to avoid late penalties, experts say. Retiree...

How to protect your finances from natural disasters like Hurricane Ian

Tap emergency resources Reach out to the Federal Emergency Management Agency, Disaster Assistance Improvement Program and the American Red Cross, as well as state and local governments, for emergency ...

Here’s how advisors are helping clients reduce their 2022 tax bill

Hero Images | Hero Images | Getty Images Weigh Roth IRA conversions With the S&P 500 Index down more than 20% in 2022, many investors are eyeing Roth individual retirement account conversions, whi...

Here’s how to pick the best charitable giving strategy

Catherine Mcqueen | Moment | Getty Images It’s easy to transfer cash when a charity pulls at your heartstrings. But other giving strategies may provide a bigger tax break, financial experts say....

Pairing up? How to know when it’s time to combine your finances

Hispanolistic | E+ | Getty Images Money may not be top of mind if you’re in love, but it deserves some serious consideration if you want a lasting relationship. A partnership that pools resource...

Despite fears of a recession, many may give more to charity

With lingering high inflation, stock market volatility and recession fears, it’s easy to see why some Americans might trim charitable giving. But some donors may be eyeing bigger gifts for 2022 ...

What the inverted yield curve means for your portfolio

Morsa Images | E+ | Getty Images As investors digest another 0.75 percentage point interest rate hike by the Federal Reserve, government bonds may be signaling distress in the markets. Ahead of news f...

Buyers are paying ‘well above sticker’

Forget getting a deal; these days, anyone in the market for a new car could pay thousands over the sticker price before they drive off the lot. Limited inventory due to a persistent shortage of comput...

Here’s why the $39 trillion U.S. retirement system gets a C+ grade

Siriporn Wongmanee / Eyeem | Eyeem | Getty Images The U.S. retirement system may seem flush — yet it ranks poorly in relation to those in other developed nations. Collectively, Americans had more than...

The extended tax deadline is Oct. 17. Here’s what filers need to know

Cecilie Arcurs | Getty Images There’s about one month until the Oct. 17 tax deadline extension, and experts say filers need to prepare, especially for more complicated returns. An estimated all-...