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personalfinance: Archive
What You Should Know About Connecticut Homestead Exemption Statute
by Zacks Equity Research
Worried that bankruptcy may make you lose your home? Connecticut's updated homestead exemption could let you erase debt and keep your house.
personalfinance
Betting on the Super Bowl in 2026? The Tax Rules Just Changed
by Meredith Margrave
Millions of people place Super Bowl bets each year. Fewer realize how those bets show up on a tax return... especially after a key rule change starting in 2026. Here's what's different, how winnings and losses are reported, and why timing matters.
personalfinance
IRA Fees Explained: Here's What You Need to Pay Now & Later
by Zacks Equity Research
IRA costs go beyond setup fees. Learn how trading, fund expenses and annual maintenance fees affect long-term returns.
personalfinance
How Much Cash Can You Withdraw From Your Bank in a Day?
by Zacks Equity Research
Banks cap daily cash withdrawals for safety and cash management. Here's how ATM, debit and teller limits work.
personalfinance
How to Sell Stock at a Loss & Still Come Out Ahead on Taxes
by Zacks Equity Research
Selling a losing stock hurts, but the right tax move can soften the blow and lower what you owe.
personalfinance
How Long After Filing Will You Know if the IRS Chooses to Audit You?
by Zacks Equity Research
Worried about an IRS audit after filing your taxes? Here is how soon the IRS usually flags returns, what triggers audits and why most taxpayers have little to fear.
personalfinance
Life Insurance & Taxes: Here's What Beneficiaries Should Know
by Zacks Equity Research
Receiving life insurance money is usually tax-free, but interest, estates and employer plans can complicate things.
personalfinance
Is a Totten Trust the Same as a POD Account?
by Zacks Equity Research
Confused about Totten trusts and POD accounts? Here is how this simple bank setup helps your cash skip probate and reach your loved ones faster.
personalfinance
Do Parents of Five Kids Really Pay No Taxes? Here's the Truth
by Zacks Equity Research
Five kids do not make you tax-exempt, but they can slash your tax bill considerably. Here is how child tax credits really work and who qualifies.
personalfinance
Can Married People Filing Jointly With ITINs Claim Dependents?
by Zacks Equity Research
Married couples filing jointly with ITINs can claim dependents if IRS rules are met, but credit eligibility changes based on SSNs, ITINs and status.
personalfinance