How much should you worry about the 'Widow Tax Hit'?
Waiting to take Social Security and tapping into the right assets can pay off
You can wind up paying taxes on gains earned by the fund before you were even a shareholder
Fix this early. It gets worse the long you wait
You can wind up owing taxes even if your mutual fund shares decline in value.
Will your RMDs be higher than your living expenses in retirement? Do something about it now
Auditors at both the IRS and DOL look at thousands of Form 5500s each year.
I want to split my Roth IRA between several family members when I die. What’s the best way to do it?
There are two common ways to proceed
‘Mega-IRAs’ are under scrutiny
Read the fine print of the 10-year rule
Understanding how Uncle Sam taxes your investment gains is the first step to making sure those taxes stay as low as possible. Here's what you need to know.
The Work Opportunity Tax Credit can help businesses address their hiring woes.
If your mom or dad is your dependent, you’re potentially entitled to some meaningful tax breaks, including a $500 credit.
3 tips for a tax-smart portfolio
About 13 million Americans in all will receive tax refunds because of a provision in the American Rescue Plan related to unemployment insurance income.
Generally, the government taxes your investments, but in certain types of accounts taxes can be bypassed - or significantly reduced. Here's what to know about tax-advantaged accounts and how they can work for you.
More states may allow some high-income business owners to get around the $10,000 limit on federal deductions for state and local taxes.
Even though 2020 is over, you can still defer taxable income for that year if you’ve not yet sent in your return.
Internal Revenue Service audit numbers dropped again in 2020, continuing a downward trend that’s been occurring for years --- except for one group of taxpayers.
The IRS wants to know how much time you spend at that old family cabin at the lake.
There are many rules, don't get them mixed up.