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 ...

It’s a fear that I’m sure many parents have: that their child has no desire to go to college. It’s especially true for ...

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 ...

Completing federal tax returns, especially more complex filings, involves a series of judgment calls. You can prepare two sets of returns based on the same data - one using tax-prep software and the ...

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 funds.

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