Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice?

According to Bankrate, 81% of Gen Xers are worried they might not receive their Social Security benefits when they retire.

Investing in stocks, real estate, or collectibles can be highly rewarding.  However, when it comes time to sell those assets, any profit will trigger a ‘capital gains' tax.  It is important to ...

Retirees receiving pension payments will also have to pay ordinary income tax. How much you'll owe depends in part on the tax ...

Learn More » I don't want to worry about taxes in retirement I like to start out the year by contributing the maximum to my ...

If a participant rolls over ineligible amounts to their IRA, it could create an excess contribution. Excess contributions ...

Social Security, retirement accounts, taxable accounts and pensions all have different tax implications. When you start ...

When it comes to saving for retirement, the Roth and traditional IRA are like two sides of the same coin. Both offer powerful ...

A cheat sheet on contributing to, withdrawing from and converting 401(k)s, traditional IRAs, Roth IRAs and other funds.

Federal gift taxes will be due, however, if you give $19,000 or more in 2025 to any one beneficiary, or $38,000 for clients who file jointly. (Alternatively, clients can give a lump sum of up to ...

Planning for retirement is one of the most important financial steps you can take to ensure a secure and comfortable future. Many people delay retirement planning, believing they have plenty of time ...

Personal finance author and philanthropist Tony Robbins recognizes this shift in reality and suggests a key retirement ...