From a legal and regulatory standpoint, it is never too late for a Roth conversion. Under the rules, you can transfer ...

Paying Social Security taxes on my income isn't something I particularly enjoy doing. But I realize that it's a necessary ...

Stretching a fixed income farther isn’t a fantasy, it’s geography. Where you choose to retire can make a dramatic difference ...

In this week's Ask the Editor Q&A, Joy Taylor answers tax questions on the gain exclusion tax break when you sell your home.

Do you think property taxes, which largely fund local services, from schools to public safety, should be eliminated in ...

I got a letter recently from the Social Security Administration. It told me that my monthly Social Security benefit was going up by a few bucks each month. And why ...

By your 60s, most of your retirement foundation is already in place. While you may still have a few years to save, building ...

For more than two decades, Chuck Oliver has taught retirees and high-income earners how to legally minimize taxes. Drawing on ...

The loss of a spouse can lead to higher taxes due to changes in filing status, reduced deductions, and increased Medicare surcharges. Planning ahead can help mitigate the survivor's penalty and reduce ...

The Trump administration has axed a free online tax filing system, leaving hundreds of thousands of taxpayers facing high ...

I’m very upset with this, as I believe this means when the money is disbursed, it will count as a lump-sum distribution. My ...

The car wash industry, emblematic of California's highway culture, has long depended on immigrant labor. It's been hit hard ...