Small financial moves can trigger big IRS bills. A financial planner shares the five tax mistakes he sees clients make—and ...

According to this formula, if you earn less than $41,664, you’re considered lower-income. And if you earn more than $126,256, ...

The year 2025 is almost over, and with the end of the year comes a new batch of end-of-year deadline scams, all of which ...

If you like the idea of portfolio income, also look at real estate investment trusts, or REITs. They're required to pay at ...

As the LeFever Mattson company dissolves into bankruptcy and court cases, a small set of wronged investors has found solace in an unlikely source. They have turned to one another for prayer, ...

Claiming Social Security early isn't always an unwise move. There are plenty of situations where it makes sense to file ahead ...

A report by the Retirement Income Institute’s Alliance for Lifetime Income (ALI) has found that Gen X has “a fragile ...

Social Security faces a 2033 shortfall, which means future retirees may see benefit cuts. Plan ahead by delaying filing, ...

Claiming before your FRA will result in permanent benefit reductions. So if you file at age 66 thinking it's your FRA, you might expect to receive your full benefit amount. But if your FRA is actually ...

Year-end is an ideal time to assess capital gains, harvest tax losses if appropriate, and help ensure your estimated payments ...

Social Security's Full Retirement Age will reach 67 in 2026 for everyone born in 1960 or later, marking the final scheduled ...

When you discuss filing for your specific benefits with the Social Security Administration, it sets a protective filing date ...