If a drop in income put you in a lower tax bracket this year, consider converting money from a traditional IRA to a Roth IRA. » Read More
A tax deduction is not a given each time you open your wallet for a worthy cause. So be sure to check with an advisor first.
Save on taxes this year by employing these savvy tactics, from harvesting investment losses to donating to charities, by Dec. 31.
Ten money-saving, tax-wise tips for 2015, from socking away as much tax-free cash as you can to doling it out where it'll do the most good.
Leverage employer-sponsored flexible spending accounts, which allot pretax dollars for certain health- and dependent-care expenses.
When tax-loss harvesting, investors should keep in mind transaction costs, maintaining proper exposure and how and when to act.
Year-end is traditionally time to undertake tax-loss harvesting to offset investment gains, a good idea for any investor, say advisors.
Rebalancing, like asset allocation, largely determines a portfolio's return, say many advisors. So it's important to pay attention.
Many workers use annual open enrollment to tweak employee benefit options, but others let old selections ride - a big mistake, say advisors.
Just in case you've been procrastinating, here's a year-end checklist to get through before heading to your New Year's Eve party.
Failing to take advantage of all your available tax breaks now gives you a lighter wallet—and Uncle Sam an undeserved bonus.
Advisors recommend you reassess your financial plan after every major life event to ensure you are shielded from financial curveballs.
The end of the year is a good time to review estate plans, particularly if you've had a change-in-life circumstance in the past 12 months.
Include insurance coverage on your financial planning checklist. All too often, this safety net protecting assets gets short shrift.
Burned by the Great Recession, investors still play it safe, but advisors say hesitancy to invest for growth hurts the size of nest eggs.
Investors planning to buy a mutual fund in a taxable account by the end of the year can get stuck paying taxes on gains they didn't earn.
The rubber's hitting the road for baby boomers nearing retirement, who must convert nest eggs into a stream of income they won't outlive.
Financial advisors stress that now is the time for investors to get serious about year-end financial planning checkup.
The Edge explores the limitless potential of innovation.
A fixed-income strategy is key for investors who are retired or are approaching retirement. This special report details the range of tools and strategies used to manage a fixed income portfolio.
The future of financial planning will be radically different, thanks to new technology. Here's how firms large and small are already starting to test the waters with this technology.
A financial advisor in the Washington, D.C., area was convicted of bilking clients out of millions in a Ponzi scheme she sought to protect with voodoo spells. How to avoid linking your financial fate to a potential fraudster.
Rather than one final retirement, mini retirements are a series of intentional breaks throughout your career and require careful financial planning to make sense.