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

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 ...

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

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.

including one in the form of an IRA. However, if you do inherit the retirement plan of a loved one, there are some rules you ...

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 ...

Lawmakers have been calling for some form of investment account for newborns for years with mixed results, but the Trump account aims to solve the dilemma.

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

If you’ve been divorced for at least two years and your ex is eligible for Social Security — meaning they’re age 62 or older ...

The bill's current form, which spans more than 1,000 pages, contains a number of tax provisions that may have significant implications for seniors and those planning for retirement.