Tax planning

New data from Fidelity Investment shows disparate reductions in account balances for IRAs and employer-sponsored retirement plans last year.

A new study found that opting for an in-state plan isn't always the best choice.

With 10 to 20 good working years left, financial advisors describe what their middle-aged clients are doing to get ready for a non-work life.

Estate planning experts from Bank of America Private Bank, Citi and Trust & Will shared advice on five common hurdles they see when working with couples.

The nation's tax collector decided that it won't tax state rebates and refunds issued last year, just one week after telling taxpayers to hold off on submitting a federal return.

A new paper finds that baskets of single stocks are a better bet for minimizing capital gains taxes.

Millions of the oldest members of the cohort have roughly 10 good working years left to stockpile for their golden years. And many are in trouble.

The 2023 season just opened, but you should still plan now for next year.

Amid the end of pandemic credits and investment losses, filing a federal return this year has sobering moments.

SECURE 2.0 fueled an expansion of the 'Cadillac' of nest eggs. Here's what you need to know.