The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
For homeowners who think their property taxes are too high, there are ways to appeal.
A change in your mindset during retirement may drive changes to your portfolio.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
It sounds simple, but paying yourself first can really pay off.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Make your retirement as exciting as your next vacation.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Taking your Social Security benefits at the right time may help maximize your benefit.
If you died, what would happen to your email archives, social profiles and online accounts?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A special needs trust helps care for a special needs child when you’re gone.