Forecast Calls for More Debt: Nearly 2 in 5 people expect their household debt to increase in the next 12 months. Debt Swayed Voters: Nearly 3 in 5 Americans say their debt influenced how they voted in the recent election.---Household [...]

Think you might want to open a Roth IRA? Roth IRAs offer tax-free growth of your investments and no RMDs, but income limits are low and you have to wait to withdraw earnings.--- A Roth IRA is an individual retirement [...]

The Supreme Court's decisions in these cases create uncertainty about challenging IRS regulations and guidance. Expect more litigation to follow.--- Two of the most consequential Supreme Court cases affecting income tax planning did not directly involve income tax issues and [...]

Quit putting it off, because it's vital for you and your heirs. From wills and trusts to executors and taxes, here are some essential points to keep in mind.--- Many people procrastinate about estate planning. It’s easy to understand why; [...]

Pet insurance can help put you at ease over the health of your furry friends. Here's what to look for when shopping around for a policy.--- We have two cats in our family: Macy (age 8) and Winni (age 2). [...]

The key to a successful exit: You've got to be prepared. So, start now by maximizing profitability, planning for succession and avoiding the dreaded five D's.--- For business owners, selling their company represents the pinnacle of their entrepreneurial journey — [...]

Artificial intelligence is helping the Treasury Department reclaim billions in tax funds. Find out what this could mean for you.--- The U.S. Treasury Department is harnessing AI to combat taxpayer fraud, successfully recovering $4 billion in fraudulent and improper payments. [...]

The short answer is: Not at all. Roth conversions can be great tax-saving strategies … for the right people. Are you a good candidate?--- Roth conversions are a popular way for people to reduce their tax burden over the long [...]

Covered-call ETFs are popular but come with plenty of caveats.--- Even by the high-growth standards of the world of actively managed exchange-traded funds, the boom in a new breed of option-linked, income-generating funds known as covered-call funds has been dazzling. Since [...]

Just because your family is wealthy doesn't mean life's all smooth sailing for your kids. When family dynamics are complicated, communication is key.--- Children of wealthy families are often thought of as being born with a “silver spoon” in their [...]