Investment Tips

Can You Write Off a Pet On Your Taxes? 4 Little-Known Pet Tax Deductions

Investment Tips /
Can You Write Off a Pet On Your Taxes? 4 Little-Known Pet Tax Deductions

We celebrate their birthdays, pay their vet bills, and include them in our family portraits — so it’s only natural to wonder if your furry friend can help lower your tax bill, especially as we head into the 2026 filing season. After all, the 2025 Trump/GOP tax and spending bill introduced several new tax breaks,

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Quiz: Are You Ready for the 2026 401(k) Catch-Up Shakeup?

Investment Tips /
Quiz: Are You Ready for the 2026 401(k) Catch-Up Shakeup?

After a two-year “administrative transition period” provided by the IRS, one of the SECURE 2.0 Act’s most talked-about provisions — the Roth catch-up mandate — is now the law of the land. If you are 50 or older and a high earner, these rules fundamentally change how your “extra” retirement savings are taxed and reported.

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I Met With 100-Plus Advisers to Develop This AI Road Map

Investment Tips /
I Met With 100-Plus Advisers to Develop This AI Road Map

(Image credit: Getty Images) I love my job. As part of Vanguard’s Financial Advisor Services team, I meet with financial advisers across the country to discuss their fast-growing technology stacks and determine how they can use AI to deliver better investment outcomes to their clients in a responsible way. Our advice is to always focus

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65 or Older? Cut Your Tax Bill Before the Clock Runs Out

Investment Tips /
65 or Older? Cut Your Tax Bill Before the Clock Runs Out

(Image credit: Getty Images) The One Big Beautiful Bill that Congress passed last summer made a number of wide-ranging changes to tax law — some permanent, some temporary. But a few provisions are especially relevant for anyone in or near retirement. In particular, Americans age 65 and older are eligible for an extra $6,000 deduction.

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