The student loan interest deduction sounds good, but it's hardly hitting the jackpot for the most heavily indebted. » Read More
By: Kelli B. Grant
What you don't know about Social Security could cost you. CNBC offers tips to ensure you don't miss out. » Read More
By: Martha C. White
Trump's tax ideas are tilted heavily towards easing the tax burden on business and investment income, NBC reports. » Read More
Will tax reform pass through Congress? Robert Costa, The Washington Post, weighs in. » Read More
Trump's policy pillars are infrastructure investment and tax and regulatory reform, the most influential factors for the near term.
TaxAct, TaxSlayer and TurboTax will allow users to put their refunds directly into a federal retirement account.
Health savings accounts could benefit you now, and in retirement. But they're not for everyone.
If your refund is delayed this year, you can thank the IRS — and identity thieves.
If one of your heirs dies before you do, that could spell trouble. Here's how to prepare for that.
You'll need these important documents before you give the IRS your 1040.
The average victim loses $5,200 to con artists posing as agents from the Internal Revenue Service. Here's what you can do to protect yourself.
Congress has set its sites on inherited or "stretch" individual retirement accounts. Here's how to work around that.
The clock is running out to make smart money moves that can cut your tax bill, avoid a steep retirement penalty or snag more college aid.
Maintaining multiple homes makes financial sense for some retirees, while for others, it is an unnecessary expense. Here's how to tell.
How you save for retirement could keep your taxes low ... now, and as a retiree.
You can get your taxes done at no cost. See if you qualify.
There are a growing number of federal and state tax-prep services and free e-filing available.
Families of college-bound students could improve their chances at financial aid by cutting their tax bill this year.
More people use the proceeds from company stock plans to pay off debt than to boost their retirement savings, according to a new survey.
Save on taxes and get the warm fuzzies by donating to a donor-advised fund. Make sure you do your research.
From managing capital gains to charitable giving, there's a range of strategies to reduce the amount you fork over to the government.
Geri Pell, Pell Wealth Partners senior financial advisor, gives her best tips for what investors can do by the end of the year to cut their 2016 tax bill from the IRS.
Stocks have been reaching new heights ever since election day, yet some advisors worry that the market's movements are based on hype.
A popular strategy to maximize after-tax returns uses losses to offset capital gains, but it can come with some risks.