Without a well-defined plan for spending in retirement, Americans could be facing unexpected and unnecessary stress. Allianz ...

A cheat sheet for issues related to capital gains, dividends, cryptocurrencies, inheritance and more.

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.

Confused about your 1099-R and 1099? Learn the key differences between these tax forms and how they impact your taxes.

The Fed's latest Survey of Consumer Finances shows that the typical American household has $5,300 in a savings account at a ...

Camilla Esmund, a senior manager at Interactive Investor, the UK’s second largest platform for private investors, talks SIPPs ...

Let’s not forget when you retire will have an impact on what it’ll take for you to comfortably take out $10,000 a month ...

Even the sale of equipment from a business can produce a good chunk of change, though where that comes in the pecking order ...

Those who dream of quitting their jobs before the traditional retirement age may have heard of FIRE, which stands for "financial independence, retire early." The movement, which consists of ...

Which states tax Social Security? Most states don't tax Social Security but some do. Here's which ones they are, and how they might do it.

Financial Independence in 2025 is everyone's goal, but many would not reach it. There are strategies you must employ on how ...

Divorce is a challenging and emotionally taxing process, and women often face unique financial challenges during and after ...