You might be surprised by how much you can save when you are a few to 10 years from retirement. Pre-retirees should use the ...

On May 22, 2025, the House of Representatives passed H.R. 1, the budget reconciliation bill known as the One Big Beautiful Bill Act (the Tax ...

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

Pope Leo XIV earns about $33K a month—but does he get Social Security? Here’s what U.S. law says about his income, benefits ...

Hardship withdrawals typically come with steep penalties. On top of federal and state income taxes, you might be required to ...

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

Thinking about opening an annuity? Understanding how the 5-year rule works can help you avoid costly tax surprises.

Paul’s wife unexpectedly passed away a few weeks ago. Aside from the shock of losing the love of his life, he has a new ...

More Americans are tapping into their 401(k) to make ends meet — treating it more like an emergency fund than a retirement ...

A Health Savings Account (HSA) is like a financial Swiss Army knife: It has tools to cut your current taxes, slice your ...

One of the biggest "cons" of a 401k or IRA is that your money is "locked up" until retirement. But did you know that there ...

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