The way annuities affect Social Security benefits may surprise you. Here's how they interact and what to watch for.

When I first entered the financial services industry, I was struck by how many businesses paid little attention to keeping ...

The Republican tax bill has been signed into law, and many of its provisions will affect retirement and benefits for millions ...

Tax breaks in the megabill, like no taxes on tips and overtime, only apply to people at certain income levels.

You can check the IRS website to see if you are eligible ... File your taxes early for a chance to double your refund money with Jackson Hewitt For example, “if you bought a home, you had one of the ...

Your marital status as of Dec. 31 of the year you marry determines your tax filing options for the entire year.

Automation allows you to stop worrying whether your RMDs will be taken on time, helping you avoid missed deadlines and ...

Your heart is in the right place, but you need donations. And naturally, you think starting a nonprofit is the way to go. You ...