Manage Money

2% Cash Back for First Year (Up to 3.12% With Preferred Rewards) — My Money Blog

New limited-time offer. The Bank of America Unlimited Cash Rewards Card is the most simple, straightforward, no-annual-fee credit card in...

When Does the IRS Pursue Criminal Charges?

Key Takeaways:  Most IRS interactions are civil, but willful violations of tax law—such as fraud, evasion, or false returns—can lead...

Choosing The Highest Rate Can Be Stressful — My Money Blog

I’ve written a little about about Multi-year guaranteed annuity (MYGA) fixed deferred annuities in the past, and I actually bought...

Clothing taxation – and major exemptions

Sales tax rules on clothing are some of the most complex nationwide, as a patchwork of states offer complete exemptions,...

More Details on Warren Buffett Stepping Back

I’m not sure how many of you follow Warren Buffett and Berkshire Hathaway closely, but here are a couple of...

State Tax Liens vs. IRS Tax Liens: What’s the Difference? 

Key Takeaways:  State tax liens vary widely in how they’re enforced and resolved, while IRS tax liens apply nationwide and...

Deposit Promos, Free WSJ Subscription, 3.5% IRA Match w/ Premium — My Money Blog

Brokerage app Webull is running a “7 Years of Webull” anniversary promo (full terms) that includes some decent bonuses that...

Defining Your Tech Solution for Tax, Regulatory Compliance

Technology’s bull rush to keep up with consumers’ demand can mean products and offerings cross lines in taxation and regulation....

Check the Cost Basis Tracking in Your Brokerage Account — My Money Blog

When you sell your shares of stocks/ETFs/mutual funds in a taxable brokerage account, your broker will also record the specific...

The Tax Consequences of Winning the Lottery or a Big Prize

Winning the lottery or a big prize can be lifechanging, whether it’s a multimillion-dollar jackpot, a luxury car, or a...

Enabling Automatic Dividend Reinvestment — My Money Blog

For those that are newer members of the US Bank checking/savings/credit card/brokerage ecosystem, most likely for the up to 4%...

What’s new in sales tax?

There’s always something changing in the world of tax, especially sales tax. Here’s a review of some of the recent...