Financial advisers often use their software to run multiple scenarios for clients for planning purposes. The breakdowns they ...

Trump's exclusion of an oft-touted Social Security proposal will be highly unpopular but is absolutely necessary.

A new tax break aimed at seniors may lighten the load on retirees’ Social Security income, but it’s not as sweeping or ...

As an eBay seller, you receive payments for your goods and services through eBay. As an online marketplace, eBay is required to send a 1099-K tax form detailing these payments to the IRS and to you if ...

The Rule of $1 More explains how to plan for critical retirement thresholds. Because "you don't want to step off a cliff just ...

Retirement expert Denise Appleby shares common pitfalls and real-life examples for IRAs, required minimum distributions, and ...

Generation X is nearing retirement but has faced saving and investing challenges for years. They may feel unprepared financially but they still have time and options.

A 401 (k) is an employer-sponsored retirement plan that allows employees to save a portion of their salary, usually on a ...

The President promised no taxes on Social Security. The OBBBA keeps that promise for some taxpayers. It is not, however, a ...

Under the new tax cut, workers can deduct up to $25,000 in tips and $12,500 in overtime pay from their taxable income on ...

The worst thing that can happen to a retiree is quitting work and having markets plunge and inflation soar. Think of the 4% ...