Coverdell education savings accounts

Deduction for qualified higher education expenses

Education loans--interest deduction

Gift tax exclusion

Kiddie tax

American Opportunity and Lifetime Learning Credits

U.S. savings bonds--interest exclusion for higher education expenses

Employee/individual contribution limits

Employer contribution/benefit limits

Compensation limits/thresholds

On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape.

The Tax Cuts and Jobs Act legislation was signed into law on December 22, 2017. The Act makes extensive changes that affect both individuals and businesses.

The tax benefits associated with charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax planning.

For the one-week period ending on November 15, 2017, investors withdrew a net $4.43 billion from U.S. funds holding high-yield bonds (often called junk bonds) — the third largest exodus from such funds on record.

The Centers for Medicare & Medicaid Services (CMS) has announced that the standard monthly Part B premium in 2018 will remain $134 (or higher, depending on your income).

Some key provisions of the tax proposals are explained, however many provisions may change as the legislation winds its way through Congress. Most provisions, if enacted, would be effective for 2018.

Geopolitical tensions can affect economies and move financial markets. Here's a closer look at these two political standoffs taking center stage in Europe, either of which could influence national growth prospects as well as some international investments.

The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2018 is $5,500 (or 100% of your earned income, if less), unchanged from 2017.

As humanitarian relief efforts continue, new legislation provides tax relief for those affected by the storms. Additional tax relief provisions have been announced by the IRS.

The rise of e-commerce has been a disruptive force in the retail sector. In fact, 5,300 store closings were announced in the first half of 2017 — about three times as many as during the same period in 2016.

On September 7, 2017, Equifax, one of the three main credit reporting agencies, announced a massive data security breach that exposed vital personal identification data on roughly 55% of Americans age 18 and older.

The Trustees of the Social Security and Medicare Trust Funds have released reports to Congress on the current financial condition and projected financial outlook of these programs.

After falling for two consecutive years, interest rates on federal student loans are now rising.

In an April 2017 report, the U.S. Census Bureau examines changes in young adulthood over the last 40 years.

On May 4, 2017, the House of Representatives passed the American Health Care Act (AHCA).

The White House recently announced its tax reform plan — a broad outline of policies, with details expected to be worked out as discussions with Congress progress.

The White House called for a vote on a revised repeal-and-replace health-care plan and announced the broad outline of a new tax reform plan.

The Employee Benefit Research Institute discovered that 60% of today's workers feel very or somewhat confident in having enough money to retire comfortably, down from 64% in 2016.