Brits across the UK are being urged to check their P60 for a one letter code which could mean they’re owed a refund of £700 ...

If you use cryptocurrencies like Bitcoin, it’s key to understand crypto taxes. Reporting your crypto activities helps avoid ...

We have a problem with many of the benefits in Republican’s new tax bill conveniently expiring just as President Trump leaves ...

For many retirees, 73 is the magic age -- the time they must begin withdrawing required minimum distributions (RMDs) from ...

"The key is making sure withholding and/or estimated tax payments are adjusted accordingly," he said. "As long as that's accounted for, retiring mid-year isn't inherently problematic. Planning ahead ...

Taylor Nissi is a senior VP at the wealth management firm Farther. He shared the advice he gives his clients to navigate ...

A summary of all your assets and liabilities is a crucial first step toward getting a better handle on your finances. Before you start putting together a net worth spreadsheet, gather as much ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Using retirement funds to buy a house will likely lead to penalties and a larger tax bill. It can also reduce your account's ...

Tax-loss harvesting can be a good strategy to use in a volatile stock market, helping you take advantage of any losses you ...

In a massive setback, House Republicans failed Friday to push their big package of tax breaks and spending cuts through the ...

The bill, which Republicans will be working to pass over the next several weeks, is the centerpiece of Trump's legislative agenda.