Taxes

Take advantage of your IRA’s tax benefits to rebalance and optimize your portfolio.

The strategy can yield a tax benefit, but it isn’t a sure thing.

Consider these strategies to stretch out your tax savings during your retirement years.

Follow these tips to maximize your charitable legacy and minimize taxes.

Two financial planners share tax-smart strategies for before and during retirement.

Check on your spending and saving and get ahead of tax season.

From contributions to conversions to distributions, don’t fall into these traps.

The tax and IRA expert discusses the higher SALT tax cap, a new senior deduction, and higher retirement-plan contributions for the year ahead.

As 2026 begins, shift your focus from saving to fine-tuning.

There’s no upfront tax break, but a Roth 401(k) has other tax benefits down the road.

Not for the first time, tax-exempt bonds have ridden out some bumps to deliver for investors.

What’s fueling the debate around buying individual munis, and whether their trading costs have improved for small investors.

Use this tool to estimate your marginal and effective tax rates after taking the standard deduction.

Here are the tax-related dates and data that should be on your calendar in the new year.

The tax and IRA expert shares strategies for taking advantage of this newly generous deduction.

Americans can save more than ever for retirement in 2026, but new IRS rules add fresh planning opportunities and potential pitfalls.

Whether you’re giving cash or investments, be aware of the logistics and tax implications.

The tax efficiency of exchange-traded funds remained strong this year, our survey shows.

Use these anchors to replace retirement uncertainty with a feeling of clarity and control over your financial plan.

The tax and IRA expert discusses who qualifies for the deduction, as well as its impact on Social Security taxation.