A little-known IRS rule lets you rewrite your 2025 tax story. Most people miss this window entirely.

Legacy planning also shifts the calculus. Roth IRAs don't have Required Minimum Distributions during your lifetime, and heirs generally receive distributions free of income tax, though they must empty ...

There are many ways to reduce your tax burden, but it's obviously important to make sure you aren't illegally evading taxes. Here are the best tax shelters.

Everyone's finances have wrinkles. Debt with very high interest (credit cards with fees of 15-25%) may simply reduce savings at a faster rate than investments increase. Settlement of a high-interest ...

Don't let your tax refund disappear into everyday spending. Learn how to use it to fund an IRA and strengthen your long-term ...

ChatGPT shares what a tax expert would tell freelancers, from deductions and 1099s to self-employment tax and retirement ...

I want to do a Roth conversion from my traditional IRA in the amount of $250,000. It’s my understanding that I have to pay ...

Trump Accounts hold limited appeal for kids who miss out on free seed money—unless you look ahead to the surprising tax value they can unlock when your child turns 18.

“We save $7,000 per month in our taxable account, and we are both maximizing our 401(k) plans.” ...

Anyone with a tax-deferred retirement account must understand required minimum distributions (RMDs).

Behavioral economist Alex Smith thinks we spend too much time fretting about this year's taxes, and too little planning for ...

IRAempire has released a new and updated guide on business equipment financing to help entrepreneurs and business owners understand this critical aspect of raising funds for their enterprise. SAN DIEG ...