Taxes

Some couples may be able to claim bigger deductions and lower their tax rate after "I do."

Time to see if your saving and spending plans are on track or need a course correction.

Making backdoor Roth and mega backdoor Roth contributions can be excellent retirement savings strategies for high earners.

You want to be able to transfer your assets to the next generation with as little red tape as possible.

The executives who get the most out of these programs aren't necessarily the ones with the biggest awards — they're the ones who take the time to plan around them.

Some tax and property advantages for married couples don’t apply if one is a non-U.S. citizen.

Be strategic with your accounts and Social Security to lower your tax bill in retirement.

There’s no place for one-size-fits-all financial advice. Different types of families have different needs.

HSAs let you put away pretax dollars for medical expenses if you have a qualified high deductible health plan.

Setting up a trust might be more important — and less complicated — than you think.

Through penalties, underfunding, or dividend goofs, you may be giving the IRS more than you owe.

Learn how to retire early without paying penalties on retirement account distributions before age 59½.

From credits to write-offs, parents have opportunities to lower their tax liability.

Don't leave credits and deductions for your income taxes on the table.

Retirees moving to another state should consider state income, property, and inheritance taxes to avoid costly surprises.

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

The odds are against a full audit, but it’s important to be prepared in case it happens.

Inflation-based adjustments to retirement contributions, tax deductions, and more are coming along with OBBBA changes. Find out what to expect.