Tim is running out for first-timers to take their required minimum distributions. » Read More
By: Ben Popken
If doing taxes was less annoying, you wouldn't need to pay someone to do it for you, NBC News reports. » Read More
By: Kelli B. Grant
Retirees taking a required minimum distribution for the first time often procrastinate. Missing out carries a big penalty. » Read More
Advisors opened accounts at top robos to gauge the performance of portfolios with a 60/40 mix of stocks and bonds. Results were surprising.
These places have estate-tax thresholds that are lower than the $5.45 million federal exemption.
Catherine Rampell, Washington Post, provides six reasons why she thinks tax cheating on the verge of rising in the U.S.
The Internal Revenue Service will delay tax refunds for some filers next year. Could you be affected?
Trump says he wants to end the estate tax and make child-care costs fully tax-deductible. Here's how those ideas will affect you.
CNBC's John Harwood reports the latest of Donald Trump, as he tries to rebound from Hillary Clinton taking a big lead in the polls.
CNBC's John Harwood reports that the Donald Trump campaign plans to release its economic plan on Monday.
Incomplete gift non-grantor trusts can shift tax exposure out of high-tax states to those with no state income tax.
"If Trump wins, I'm moving to Canada," may sound great for social media — but not for your finances.
Automated investment services aim to help ordinary investors manage their portfolios better, yet their tactics are not always transparent.
Are you missing out on a great retirement savings tool? Many employers are beginning to offer something called a Roth 401(k), which takes many of the benefits of a traditional 401(k) and a Roth IRA and rolls them into one. Sharon Epperson walks you through the ins and outs of using one of these savings accounts to help you reach your retirement goals.
Don't get too excited about the big Mega Millions jackpot. Taxes take a bigger bite out of winnings than you'd expect.
A little-known incentive for land conservation lets property owners harvest tax savings of as much as 50 percent on their income.
Disclaiming an inheritance may be a smart financial move. Here's why and how to avoid some pitfalls.
Trusts are a powerful tool for people to manage assets for themselves, their families and beneficiaries during their lifetime and afterward.
Watching a portion of your investment account get wiped away after the surprising Brexit vote does come with a possible silver lining.
Among other advantages, working parents can save more than $2,000 in taxes when their kids are enrolled in summer day camp.
Eighteen percent of Americans come to regret how they spend their tax refund each year. CNBC weighs in on how best to divvy it up.
Expats considering giving up U.S. citizenship to avoid double taxation should be aware of the potential tax costs of such a move.
Most Americans don't have a will, but drawing one up is vital to avoid intestacy, ensure your legacy and protect minor children.