Here's how to add a gold IRA or ETF to your portfolio; gold is soaring, and it can hedge against inflation and volatility.

During most of the decades you are preparing financially for retirement, you are likely focused on saving as close as you can ...

Investing for retirement is more important than ever. With rising inflation, Social Security in jeopardy and pensions nearly non-existent, you need to take charge of your investments. Learn More: ...

Federal gift taxes will be due, however, if you give $19,000 or more in 2025 to any one beneficiary, or $38,000 for clients who file jointly. (Alternatively, clients can give a lump sum of up to ...

Most of us probably don’t enjoy preparing our taxes, but there’s often a reward at the end — a tax refund. If you get a refund this year, how can you make the best use of it? Of course, the answer ...

If you have financial insecurity, it's better to have it with $1 million in retirement savings.

You can also request that the IRS withhold money for taxes from your Social Security checks up front. This would save you the ...

An IRS offer in compromise can help you settle tax debt for less than you owe, but it's difficult to qualify for.

“How you take income in retirement will absolutely have an impact on the taxes you pay,” Abts says. Many people have money in traditional 401(k) plans and IRAs. Withdrawals from these accounts ...