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 ...

You worked hard. You saved. You retired. But now Uncle Sam wants a slice of what you set aside. If you’re like many Utah retirees, you’re starting to realize that retirement isn’t a tax-free zone — ...

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 ...