How Are I Bonds Taxed? 8 Common Situations

Series I U.S. savings bonds are a popular investment, but the federal income tax consequences are anything but ...

Here’s how many Americans actually have $1 million (or more) by the time they retire, and the 3 big moves they made to do it. Are you on track?

These days, many people think they need over a million dollars to be able to retire comfortably. More specifically, most ...
The Daily Overview on MSN

Dave Ramsey says there's no tax write-off on a HELOC

Homeowners looking for tax breaks often hear conflicting advice about whether interest on a home equity line of credit still ...
24/7 Wall St. on MSN

Dave Ramsey: ‘There’s No Such Thing as a Tax Write-Off on a HELOC’

Quick Read Home equity loan interest is only tax deductible when funds directly improve the property securing the loan. The 2017 Tax Cuts and Jobs Act eliminated most HELOC interest deductions for non ...
24/7 Wall St. on MSN

I Was Told to Take Out a HELOC for Tax Write-Offs, but Now I’m Questioning It

Quick Read The Tax Cuts and Jobs Act of 2017 eliminated the mortgage interest deduction for home equity loans unless funds ...

Home Equity Loan vs. Home Equity Line of Credit (Heloc)

Like a home equity loan, a Heloc is a type of debt based on how much value you’ve built in your house. However, a Heloc is a ...
AOL

Dave Ramsey: ‘There’s No Tax Write-Off for a HELOC’ When Used for Everyday Spending

The 2017 Tax Cuts and Jobs Act eliminated HELOC interest deductions except for substantial home improvements. A financial ...

This HECM-QLAC Power Move Can Unlock Guaranteed Retirement Income

Combining a qualified longevity annuity contract (QLAC) with a home equity conversion mortgage (HECM) can significantly boost ...

HELOC vs. home equity investment

Splitero reports on the differences between HELOCs and home equity investments, highlighting their structures, costs, and ...
JD Supra

IRS Announces 2026 Retirement Plan Limits: Modest Increases

The Internal Revenue Service (IRS) announced the 2026 cost-of-living adjustments to the dollar limitations for qualified retirement plans and other benefits, and the Social Security Administration ...
JD Supra

IRS Issues 2026 Limits for Retirement Plans

On November 13, 2025, the IRS announced in Notice 2025-67 cost-of-living adjustments to the tax-qualified retirement plan dollar limits for 2026. Most of the applicable dollar limits currently ...
JD Supra

IRS Releases 2026 Limits for Benefit Plans

The Internal Revenue Service has released cost of living increase numbers for many retirement and welfare plan limits for plan years commencing in 2026. The elective deferral limit for 401(k) and ...