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Retirees should ensure that they take their first required minimum distribution from their tax-deferred retirement account in the year they reach 70 1/2 or face a 50% penalty.

David J. Lutz Jr. is a CFP with Celtic Financial Services in McMurray, Pennsylvania. He provides financial planning services to individuals and small business owners.

Stephen Lemon is co-founder of Currencycloud.

The regulation's enforcement provisions will not take effect until July 1, 2019, the Labor Department said.

The uncertain tax and legislative environment means that year-end tax planning is more important than usual. To help clients and businesses prepare for filing season, here are helpful tips.

In some states mortgage closing costs can reach or exceed five figures.

Home price appreciation continues to increase at a much higher than normal pace, although the rate of growth has been slowing since the summer.

Conventional wisdom is that 60/40 portfolio is highly effective. But there could be a better way to accompany large-cap U.S. stocks than U.S. bonds.

Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.