Kate Dore
CNBC
Nashville, TN, United States
Contact Kate
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Past articles by Kate:
Here are 3 things to consider before making a Roth conversion to save on future taxes
If you're weighing a Roth individual retirement account conversion to save on future taxes, here are three things to consider first, financial advisors say. → Read More
IRS halts processing of a small business tax break amid 'surge of questionable claims'
The IRS will immediately stop processing new claims for the employee retention credit to protect filers from a "surge of questionable claims." → Read More
Your 401(k) could have these hidden risks, experts say. Here’s what employees need to know
While many investors focus on stock market volatility, there could be other 401(k) risks, especially when there's a company bankruptcy. Here's what to know. → Read More
IRS plan to use AI may affect wealthy taxpayers. Here's how
The IRS is launching plans with artificial intelligence to collect unpaid taxes from higher earners, partnerships and large corporations. Here's what to expect. → Read More
The CNBC FA 100 ranking recognizes advisory firms that help clients navigate big financial decisions
The CNBC FA 100 recognizes advisory firms that help clients navigate financial decisions. This annual ranking may help you find an advisor. → Read More
IRS: Meet this Sept. 15 deadline to 'avoid a surprise at tax time'
The third-quarter estimated tax deadline for 2023 is Sept. 15. Here are some tips to avoid a surprise tax bill next April. → Read More
SEC delays decision on spot bitcoin exchange-traded funds. What that means for investors
Regulators have delayed a decision on the first spot bitcoin exchange-traded funds. Here's what investors need to know before purchasing. → Read More
Here are 3 costly financial surprises for first-time homebuyers — and how to prepare for them
If you're a first-time homebuyer, experts say it's critical to prepare for hidden expenses. Here are three of the costliest ones. → Read More
Treasury proposes crypto reporting rule to 'close the tax gap.' What it means for investors
The IRS on Friday unveiled proposed regulations for tax reporting for cryptocurrency and other digital assets. Here's what it means for investors. → Read More
IRS delays change for 401(k) catch-up contributions. Here's what higher earners need to know
The IRS has delayed the "Secure 2.0" change for 401(k) catch-up contributions. Here's what higher earners need to know. → Read More
How to leverage 0% capital gains with this lesser-known tax strategy
If you're sitting on profitable investments, you may consider tax-gain harvesting to rebalance your portfolio or save on future taxes. → Read More
Don’t be ‘complacent’ about volatility, warns advisor, even if there's a soft landing for the economy
Even if there's a soft landing for the economy, investors should still prepare for more stock market volatility, one advisor says. → Read More
How to shift your bond portfolio as the Fed weighs a pause on rate hikes
After another rate hike from the Federal Reserve, financial advisors are weighing changes to bond portfolios. Here's what investors need to know. → Read More
Here's how to leverage the 'window of low taxes' for retirement plan withdrawals, advisors say
You may save on lifetime taxes by taking retirement plan withdrawals before a looming tax law change in 2026, according to advisors. Here's what to know. → Read More
Series I bonds still 'attractive for longer-term investors' as annual rate falls to 4.3%, expert says
Series I bonds will pay 4.3% annual interest through October, the U.S. Department of the Treasury announced Friday. Here's how it compares to other investments. → Read More
There's still time to claim your share of $1.5 billion in unclaimed tax refunds from 2019, IRS says
If you're behind on filing your taxes, there's still time to claim older refunds, according to the IRS. Here's what taxpayers need to know. → Read More
3 smart ways to prepare for next year’s taxes now
If you had a surprise tax bill this season, it's not too soon to prepare for next year. Here are three smart ways to get ready for your 2023 taxes. → Read More
This organization built an app to boost financial literacy among older LGBTQ+ Americans
SAGECents is a free app, designed to boost financial literacy among older LGBTQ+ Americans. Here's how the app works. → Read More
CD laddering strategy captures yield amid changing interest rates
With uncertainty around interest rates, CD ladders may capture higher yields while offering flexibility. Here's what investors need to know about building one. → Read More
After-tax 401(k) contributions can be a 'great opportunity’ for big savers, advisor says
If you're eager to boost retirement savings, your 401(k) may offer after-tax contributions. Here's what investors need to know. → Read More