Nine states levy a tax on Social Security benefits, down from last year. Is yours one? Here's what you need to know.

Learn how tax deductibles work to lower your taxes. Discover common deductions like student loan interest, charitable ...

There are a number of strategic tax opportunities individuals and families must take advantage of before Dec. 31 to maximize ...

You're a happy, willing, wealthy and hopefully healthy victim of your own success. Taking early withdrawals (59 1/2 without having to pay a 10% early-withdrawal penalty) is a good goal, but it only ...

The levy would generate $9.15 million in annual revenue for Lexington Local Schools, according to a resolution passed by the board.

When interest rates rise, retirees face a pleasant problem: where to park cash reserves while earning more than near-zero ...

Gain control of your financial picture long before tax season arrives by making these moves right now. You'll save money, optimize future tax planning, and lower stress.

When income matters more than growth, retirees turn to funds that deliver quarterly checks without volatility. The iShares ...

If you don’t feel like you are in great financial shape, hiring a financial advisor may not seem like something you should do ...

Medicare expert Jae Oh explains why taxable income, health insurance, and retirement taxes can no longer be planned in ...

A 401 (k) is a great option because it largely operates behind the scenes and allows people to save and invest for retirement ...

You've made a New Year's resolution to increase your retirement savings, and you may have even worked out a budget that will ...