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The “kiddie tax” applies to children up to age 18 and could apply to children up to age 23—depending on how much earned income they have and whether or not they are full-time students. In 2017, children with investment income above a certain amount may have had part or all...

The April 2018 AAII Journal is Now Available Online.   Feature Article » Are You Spending Too Little in Retirement? by Meir Statman While mental tools and self-control are useful when saving, in retirement, they can stop us from spending on ourselves and family.   Financial...

The IRS issued updates to tax reform rules that affect a few figures reported in our Tax Guide (December 2017 AAII Journal) and Tax Guide Update (March 2018 AAII Journal). Health Savings Accounts Contributions to a Health Savings Account (HSA) cannot exceed $6,850 for a family high-deductible...

Feature Article » Tax Guide Update: The Tax Cuts and Jobs Act and 2018 Taxes by AAII Staff A comprehensive overview of the changes affecting most individual investors, including tax rates, deductions and exemptions.   AAII InvestoGraphic » The Cost of Panicking by AAII...

Feature Article » The Individual Investor’s Guide to the Top Mutual Funds 2018 by AAII Staff Our annual mutual fund guide provides information and performance statistics on nearly 1,600 funds on AAII.com.   Departments » Briefly Noted Current news items of interest...

The 2018 tax information on page 22 of AAII’s Tax Guide has now been updated. This includes allowable tax benefits such as deductions and maximum contributions. Here’s a link to the PDF of this page. Scroll down below the link to read more details about these changes. The...

  Feature Article » Polar Opposite: MAGNET Complex Goes From Bottom to Top in 2017 by Wayne A. Thorp, CFA Our annual review of the AAII screening strategies finds MAGNET Complex on top after being the worst performer in 2016.   Portfolio Strategies » Insights on...

The revised 2018 tax brackets and tax rates as set out in the Tax Cuts and Jobs Act are as follows: The AAII Tax Guide online has been updated with these new figures. You can keep up-to-date with the 2018 tax reform changes here at the AAII Blog.  ...

Medicare.gov posted corrected 2016 income breakpoints for 2018 Medicare Part B monthly premiums. The maximum premium of $428.60 will be paid by those filing joint tax returns whose 2016 modified adjusted gross income (MAGI) is above $320,000 (not $428,000, as originally reported...

The IRS issued 2018 standard mileage deductions for business, charitable, medical or moving purposes, up from 2017 rates. The final 2017 and 2018 rates are: Standard Mileage Deductions 2017 2018 Business Standard Mileage Rate 53.5 cents 54.5 cents Medical Standard Mileage...