My investment accounts don't withhold taxes from my capital gains, which is causing me to owe large amounts when I file my returns. How can I mitigate this situation? -David As capital gains ...

There's no shortage of tax-sheltered investment accounts available to ordinary Americans looking to minimize their annual bill to the IRS. Some of the most popular options include workplace 401(k) ...

For many of us, our adult lives are spent saving money for retirement. In fact, several of my clients have recently shared ...

An executive order instructing the Labor Department to consider the pros and cons of adding several new investment choices to your tax-deferred investment accounts is underway. A decision on the ...

More than 1.1m people over pension age could pay income tax on savings accounts - Some 1,160,000 people over state pension ...

Tax-exempt bonds pay interest that is exempt from either federal or state income taxes — and in some cases, both. Many, or all, of the products featured on this page are from our advertising partners ...

While many people don't have an extra $9,000 to spare, leaving the funds in the 529 account might make the most sense if you ...

As I have shared in the past, real estate is one of the most popular alternative assets allowed in self-directed IRAs. There is one aspect of real estate investment that people may not realize they ...

Social Security benefits are taxed at the federal level. They are also taxed in a small number of states. This can be upsetting to discover as a retiree, since these are earned be ...

Non-registered accounts held individually can lead to frozen funds and probate fees. Learn how joint accounts can protect your family’s finances.

Trump Accounts come with $1,000 seed deposits for babies born between 2025 and 2028. These accounts could be even more ...