Like paying hefty tax bills? A traditional 401(k) may do that to you. » Read More
By: Matthew Frankel
This combination of policy changes would ensure Social Security's health through at least 2082, Motley Fool reports. » Read More
By: Kelli B. Grant
The federal government grabbed $713 million in Social Security benefits last year, mostly for unpaid taxes and delinquent student loans. » Read More
By: Darla Mercado
Moneyed families have hit the pause button on their estate plans, holding out for a repeal of the "death tax." Don't count on it. » Read More
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.
You can cut income and estate taxes with smart planning. Here's what you need to know before you move.