To be clear, you shouldn’t reduce your stock exposure at a certain age so much as at a certain point before retirement.

It's that time of year again, and there are only a few weeks left until the personal income tax submission deadline.

Not only could you get a tax break, but the compounding effect over 35 years could turn the average refund into nearly ...

The Trump administration is planning to end the free tax filing service developed during the Biden administration, The ...

A 1035 exchange lets you transfer your current non-qualified annuity — meaning an annuity that wasn’t funded with IRA or 401 (k) money — to a new annuity without paying taxes on the gains. The key ...

Use our guide to decide which assets belong in a taxable account and which go into a tax-advantaged account. Does a Passport ...

A deferred sales trust allows an asset owner to sell highly appreciated property without immediately incurring capital gains tax.

Most of the time, you'll probably find that any given tax credit is "nonrefundable," meaning that it can only decrease your ...

Before you pack away your 2024 tax return, use it to plan for next year's tax season. Taking time to plan now can save money ...

While it might be tempting to spend your refund immediately, I recommend a more balanced approach. Here's why I use the 1/3 ...

Let’s be real—when you hear someone landed a $700 million deal, your first thought probably isn’t taxes. But Shohei Ohtani’s record-breaking ...

Taxpayers calling the IRS for help processing their taxes this filing season may find it harder than normal to get someone on ...