Automated investment services aim to help ordinary investors manage their portfolios better, yet their tactics are not always transparent. » Read More
Make sure you're up on credits you may be able to claim. It could make a serious dent in your tax burden or even result in a tax return.
With the release of the Panama Papers, CNBC takes a look at the world’s biggest tax havens. And surprisingly, the U.S. is on that list.
Jean Medecin, member of the investment committee at Carmignac, discusses the leaked Panama papers which revealed the extent of tax haven usage.
A huge leak of internal documents from a Panama law firm is set to cause upheaval on offshore hubs and shake up political governance.
Documents from a Panamanian law firm reveal a global network of "shell" companies linked to 72 world leaders, a German newspaper alleges.
Doing your taxes is rarely fun. CNBC Senior Personal Finance Correspondent Sharon Epperson has five tips that will jump-start the process.
Need help with filing taxes? CNBC’s Sharon Epperson breaks down the best way to avoid getting trapped in tax hell and reveals the path to tax heaven.
Financial advisors Jeff Rose and Tim Maurer share the 10 most effective strategies investors can adopt to reach long-term investment goals.
A look at 10 reasons the Internal Revenue Service decides to audit taxpayers, from clerical errors to undeclared foreign income.
Britain's opposition Labour party has demanded the finance ministry explain how it arrived at a back tax payment by Google.
The battle between the world's leading multinationals and governments looking for tax revenue has heated up over the past week, with Google in the spotlight.
HSBC's possible relocation to Hong Kong could actually increase the UK bank's tax bill, a Reuters analysis of the company's filings shows.
Financial advisors weigh in on what's stressing out their investor clients now, and how they can best ride out the current market crisis.
Being your own boss means you'll have to plan your own retirement, and there are myriad approaches available to the self-employed.
Looking to save by retiring outside the U.S.? CNBC presents the top 10 hot spots worldwide, plus living costs, for expat retirees.
Think you are pretty money savvy? Even the most fiscally successful individuals tend to be guilty of making these three big money mistakes.
Certified financial planner Carolyn McClanahan, founder and director of financial planning at Life Planning Partners, on how early retirees can save thousands on health insurance premiums through Obamacare tax credits.
Cut the cost of health-care premiums by buying insurance online at HealthCare.gov to qualify for a tax credit worth thousands of dollars.
Anyone can simplify their financial life by creating balance and cash-flow sheets, according to certified financial planner Anthony Canale.
When it comes to Roth IRA conversions, savers need to consider the most important — and often overlooked — factor: state income taxes.