Time to dive into Lanny’s September 2025 dividend income results! Were records set? Almost to financial freedom? One day and ...

Depending on whom you ask, providing all Americans with a guaranteed universal basic income could erase inequality and spur entrepreneurship or it could be a recipe for economic disaster. Proposals ...

In our recent annual study on safe withdrawal rates, my colleagues Amy Arnott, Christine Benz, Tao Guo, and I estimated that retirees who want to maintain a consistent spending amount adjusted for ...

Enter household income you received, such as wages, unemployment, interest and dividends. Choose the filing status you use when you file your tax return Input the total of your itemized deductions, ...

In December, the US Supreme Court began hearing oral arguments in Moore v. United States. The case specifically involves the “mandatory repatriation tax,” a one-time tax levied as part of the 2017 Tax ...

When their working days eventually come to an end, many retirees will think about the best place to spend their golden years. Not all states treat retirement income – such as pension payouts or ...

The Oxford Income Letter has been around for many years. And if you’ve landed here, you’ve likely seen one of its recent promotions. Although, is it worth the cost? In this Oxford Income Letter review ...

Closing entries transfer revenue and expense balances to the retained earnings account. This process resets the temporary account balances to zero for the new accounting period. Recording closing ...

The Income Tax Department of India released a brochure on 24 May 2025, titled “Benefits Under Direct Taxes for Retired Employees”, explaining the tax exemptions and deductions applicable to retired ...

In June, we (my wife and I) received a dividend income total of $5,403.93. Vanguard (VYM) position is bringing in tons of dividends - almost $1,600 in taxable dividends, not to mention almost $200 in ...