tax planning

They won’t save you money on your taxes this year, like the more well-known (and popular) pretax 401(k) contributions do, but three types of people co…

The tax climate is changing, and your retirement planning strategies could use some tweaks to stay on top of the situation.

COVID-19 has made us appreciate driving our cars more, but filling up the tank will cost you more in these states.

Saving money is a marathon not a sprint. And even low gas taxes can help keep money in your pocket.

Even amid grief, it's important to reassess your finances. With the loss of your spouse's income, you may find yourself in a lower tax bracket or that…

Filing taxes after a divorce can add yet another problem to an already long list of challenges. But here are some tips to make your return to single l…

If you think the lack of government oversight means that cryptocurrency is not taxed, you're in for a big surprise.

The reality is that life insurance is treated as an asset in your estate. And if the payout pushes your estate past federal or state estate tax exclus…

The Grand Canyon State offers so much more than that gorgeous hole in the ground. Check out whether you'd like to spend your golden years in this sout…

The tax landscape could be changing considerably in the near future, and these changes could affect high-net-worth families and their heirs. But there…

Heading South has always been a key to your retirement plan. If Florida is part of the plan, we offer up a few tips to help you find your way.

A quick look at your tax return can reveal some easy ways to reduce your taxes this year. One is to reallocate your investment income to make it more …

If you pick the right horse at the track or win some money at a casino, don't forget that the IRS wants a cut of your winnings.

Use these strategies to boost your after-tax returns.

Don't cross the line when it comes to your taxes. Avoid these common traps that can get you in hot water with the IRS.

With this indispensable savings tool, your money grows tax-free, you can invest in almost anything and you get several cool perks.

For this year only (so far), families with young children can get a bigger tax credit for childcare expenses. And more families will qualify for the c…

The tax bill that you’re putting off on your traditional IRA or 401(k) may be higher than you think, especially since it’s looking likely that tax rat…

Most couples will owe less in federal taxes by filing jointly, but sometimes it pays to go it alone.

Since this year's tax deadline was pushed back to May 17, many people just recently filed their tax return. That means there are a lot of tax refunds …

Once you know how cryptocurrency is taxed, you can focus on strategies to minimize how much crypto tax you’ll have to pay the IRS.

The IRS says it's on schedule to start sending monthly child tax credit payments this summer.

As you scramble to beat today's tax return filing deadline, here are some pointers to bring your stress level down.

You'll still get a tax break if you carried over unused amounts from your dependent care flexible spending account from 2020 to 2021.

In light of the recent proposals by President Biden and Sens. Bernie Sanders and Chris Van Hollen, here’s what could be coming and some ideas on how t…

IRAs are the name of the game for today’s retirees. While they come with helpful tax breaks for savers, pulling money out in retirement comes with maj…