Tax rules for bond investors vary for government, municipal, or corporate bonds. Munies are completely tax free if you live ...

Credit card rewards may feel like freebies, but some are taxable. This guide breaks down IRS rules to help you understand ...

The IRS allows you to claim deductions that reduce the amount of tax you owe. Those deductions either are itemized deductions ...

As investors increasingly leverage Section 1031 exchanges to defer capital gains taxes, nuanced scenarios involving interest income on ...

Social Security benefits were tax-free, but changes in legislation now mean that retirees with higher incomes may face taxes ...

For middle-class retirees, maintaining a comfortable lifestyle on a fixed income can be challenging, especially when taxes ...

Run out of room in your tax-sheltered investment accounts? Here's how you can position the rest of your portfolio.

Learn how to adjust your investments and withdrawals to reduce Social Security taxes without sacrificing your total income.