For those that are getting ready for retirement, mapping out a plan is important to ensure you are financially ready for it.

If you're planning to leverage the 0% capital gains bracket before year-end, surprise income could derail your strategy. Here's what investors need to know.

One big caveat: Under Internal Revenue Service rules, the interest rate that you and your mom set for the loan needs to be above a certain threshold. There are several federal rules that you need to ...

How will the new federal budget impact your taxes? Experts analyze the $30 million estate exemption and generation-skipping transfer rules. Update your plan today.

The majority of Americans, 91% of filers, according to the IRS, take the standard deduction instead of itemizing (4). While ...

The fact that people like Trump and Cruz have embraced a concept long associated with liberal wonks is interesting. The ...

Democratic senators are considering an income tax on millionaires to help close Washington state’s persistent ...

If you have ever heard the term dividends and felt unsure what it meant, you are not alone. Many new investors hear about ...

Conservative and liberal tax policy experts said Abbott’s proposal would lead to higher housing costs and tax benefits flowing disproportionately to wealthy homeowners.

Among the most hotly debated topics in economic policy these days is a wealth tax on billionaires — a levy targeting the ...

If you’ve mastered the basics and want to step into the next league of tax planning, the GFX strategy shows what’s possible.