For tax purposes, December 31 means more than New Year’s Eve celebrations. It affects the filing status box that will be checked on your tax return for the year.
You can reduce taxes and save for retirement by contributing to a tax-advantaged retirement plan.
There’s a tax-advantaged way for people to save for the needs of family members with disabilities — without having them lose eligibility for government benefits to whi
Are you charitably minded and have a significant amount of money in an IRA?
As the end of the year approaches, it is a good time to think of planning moves that will help lower your tax bill for this year and possibly the next.
If you’re planning to sell assets at a loss to offset gains that have been realized during the year, it’s important to be aware of the “wash sale” rule.
There are several ways to save for your child’s or grandchild’s education, including with a Coverdell Education Savings Account (ESA).
“Thousands of people have lost millions of dollars and their personal information to tax scams,” according to the IRS.
As we head toward the gift-giving season, you may be considering giving gifts of cash or securities to your loved ones.
You may have Series EE savings bonds that were bought many years ago. Perhaps you store them in a file cabinet or safe deposit box and rarely think about them.