Planning for early retirement requires a different approach than retiring at a traditional age. You have to make your savings ...

Don't pay more tax on your investments than you need to. You can keep more money in your pocket (or for retirement) by ...

The proposed cut in inheritance tax (IHT) relief means that there may be closer scrutiny of valuations for probate under the ...

President Donald Trump's "no tax on tips" deduction offers financial planning opportunities for some workers. But here's what to know first.

Plus: Lost refund checks, new addresses at the IRS, Taxpayer Assistance Centers are closing, gambling and the IRS, tax ...

Find out how to navigate wealth when you move to a new country.

Freedom Debt Relief reports that severance pay is taxable as ordinary income, affecting your tax bracket and obligations.

Taxes can take a bite out of your retirement income. Learn what income streams can help you avoid a big tax bill and smart ...

One of the simplest ways to use surplus for participants is by enhancing the plan to increase accrued benefits. Examples ...

Donor-advised funds can help wealthy clients deal with new limits on charitable-related tax deductions, advisors say.

Though Social Security will likely still exist for Gen Z, how and when it pays benefits may change. Learn what other ...