Financial adviser Devin Carroll got right to work over the Fourth of July weekend assessing his clients' tax obligations after the Republican megabill was signed. The professional software he uses to ...

Vermont state officials are hoping a new tax credit will make them more attractive to military veterans and their families.

The budget bill signed into law on Friday includes a provision for investment accounts for newborns. Citizens born between ...

Pretty soon, every newborn American will be the proud owner of their very own “Trump account.” President Trump's sprawling tax law creates a new, tax-advantaged investment account prefunded with ...

A Gold IRA offers similar tax treatment to other IRAs, but the rules depend on whether it’s set up as Traditional or Roth.

One Big Beautiful Bill' makes 529 plans more flexible, some skeptics say the education savings plans still may not be ...

Many Americans fall behind on retirement without realizing it. Learn four key mistakes to avoid, and how to fix them.

Lawmakers may disclose as much as they wish, but most chose to reveal as little as possible and reported only the $1,000 ...

Answer: Generally speaking, it makes the most sense to consider a Roth conversion when your current tax rate is lower than ...

With clear goals, focused saving, and smart strategies, freelancers can take control of their retirement planning and build a ...

In the world of investing, there is still something of an albatross around the idea that dividends are a smart strategy. As a ...

Choosing a Roth IRA can be tough -- especially when you're just starting out. Read Next: 8 Frugal Habits Americans Are ...