Welcome to Butte, Montana – a mountain town where $42,000 a year lets you live with the freedom and comfort typically reserved for those with seven-figure portfolios.

Harvey Jones shows how building a balanced portfolio of UK shares with a focus on high levels of dividend income can make retirement a lot more fun. The post How much do you need in UK shares to ...

You can’t contribute to an IRA — or a Roth IRA, for that matter — if you don’t have earned income. So if you’ve fully retired ...

H&R Block is one of the most popular tax filing software options today, but is it right for you? The tax prep company allows self-employed individuals and business owners to file their tax returns ...

By late December, many tax savings strategies are off the table. But there are still a few simple things that you can do now ...

The U.S. tax code rewards planning and documentation—not procrastination. By taking action before December 31, you can ...

When KPERS mailed about 120,000 income tax forms to retirees, they got delayed at the USPS distribution center in Kansas City.

It's the fourth week of December, and the year 2025 is drawing to a close. Several financial tasks need to be completed in the remaining days of 2025. First, the deadline for the old pension scheme is ...

We'll both receive pensions in retirement. Based on our years of service, we'd each get about 50% of our salaries if we retire at 55, increasing gradually to a maximum of 75% by age 63. One of us will ...

The chancellor may as well have announced ‘While Stocks Last’ on a long-standing retirement saving strategy for inside IR35 ...

Access to a solo 401 (k) can be useful for some couples to do smart tax planning. Financial planner Robert Wang, based in Abington, Mass., has been helping a new client who is in the highest tax ...

We estimate income and taxes for the wealthiest group of US households by matching Forbes 400 data to the individual, business, estate, and gift tax returns of the corresponding group in 2010–2020. In ...