Reduce the stress of making timely quarterly tax payments. » Read More
By: Darla Mercado
If you're about to score a windfall from your rich Aunt Tilly, don't lose sleep over those federal estate taxes. The real danger you should worry about is your family. » Read More
By: Sarah O'Brien
A House committee has cleared a bill that would let certain fitness costs qualify as medical expenses for tax purposes. » Read More
By: Lorie Konish
Data from the IRS shows how much you need to be considered part the 1 percent. Find out how you measure up. » Read More
Your estate might not be as large as you had hoped if you don't take the right planning steps.
Health savings accounts can save you a bundle on taxes, but make sure you're keeping an eye on underlying expenses.
Bob Swift, a fee-only financial advisor and founder of TCI Foundation, doesn't think millennials are learning enough about personal finance. Here's what he's doing to change that.
If you've crunched the numbers on your pay stub, be sure to float them by your accountant before your raise or lower the amount of taxes pulled from your pay.
Even though love is blind, more young couples focus on prenuptial agreements before walking down the aisle.
The new tax form is here, but chances are, you still need to clean up your act for 2018 to avoid a surprise tax bill next year.
If you're trying to stretch your retirement income, consider packing up for this Midwestern city.
Pouring your cash into your retirement plan is a wise move, but an even smarter strategy is to also contribute to your Roth IRA and maintain your taxable account.
The Tax Cuts and Jobs Act has upended 2018's tax planning for accountants and their clients, but here are a few steps you can take now to avoid a bill from the IRS and to maximize your savings.
It's about to get a little more complicated for Americans abroad to file their taxes. Say hello to a new levy that will apply to U.S. owners of foreign companies.
American Express had a big win in the Supreme Court Monday, but for credit card holders, the jury is still out.
A combination of limited taxation on Social Security benefits, a boosted standard deduction and the tax-free status of Roth IRA withdrawals mean some older Americans reach a point where they owe no taxes.
Say hello to the health savings account. It's your next pot of retirement dollars. How to get the most out of your account.
The expenses you paid for your investment accounts are no longer deductible. That means you need to take a second look at how you foot the bill for your IRA.
Trim your income tax bill and give your ex a jump start on retirement savings by transferring an IRA.
Anyone earning self-employment income is expected to make an estimated quarterly tax payment by Friday.