Taxes

Opportunities to offset prior-year income and capture credits are available until the coming IRS deadline.

Life insurance policies can have a range of premium choices. And there are advantages and disadvantages to each.

Sometimes paying a mortgage during retirement can be financially viable.

It’s up to you to keep track of your nondeductible IRA contributions, lest the IRS tax you twice.

The current estate tax exclusions and income tax brackets will sunset by 2026. Here’s what to consider.

Both simple and complex rules can affect how much Uncle Sam takes when money from an annuity is distributed.

Many expats are unaware that any U.S. insurance they own, particularly permanent life insurance, may not be treated the same, tax-wise, as it would be if they still lived in the United States.

For some, converting a pretax IRA when their portfolio values are down could reduce their tax bill.

Inflation-based adjustments to retirement contributions, tax deductions, and more tax-code adjustments are coming. Find out what to expect.

Various aims can be accomplished, depending on timing and the type of annuity involved.

Now is the time to review your investments, reduce your tax bill, and set yourself up for the year ahead.

Retirement savers are wise to max out their 401(k) or IRA, but must be aware of the annual pre-tax limit.

The rules for calculating your withdrawals and strategies that may help you mitigate tax implications.

Some families should consider taking gift tax exemptions now so their estates can save later.

Some strategies that can potentially help lower your tax bill must be implemented by Dec. 31.

Beneficiaries of an inherited IRA can avoid costly financial mistakes by knowing the rules.

What pre-retirees need to know to protect their assets and financial interests.

Answers to frequently asked questions regarding life insurance, taxes, and being a beneficiary.