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 ...

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 ...

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 ...

For example, some beneficiaries choose to only take the RMDs and end up with a large remaining balance in year 10, which then ...

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

Retirement expert Jean Chatzky shares how pre-retirees should manage their portfolios during this unique economic moment. She points out one overlooked mistake in the AI-stock run-up and some other ...

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 ...

The Social Security Administration has issued a crucial alert for millions of Americans: starting December 26, be on the ...

President Donald Trump suggested Tuesday that Americans may "not even have income tax to pay" in the near future, saying tariff-driven revenue could allow for the historic elimination of the federal ...