IRA

When a Spouse Inherits an IRA

When it comes to deciding what to do with the proceeds from a deceased husband's (or wife's) IRA, the surviving spouse who inherits an IRA has a choice.

7 Tax Tips for Same-Sex Couples

Changing federal and state laws and court rulings mean new rules on taxes and other financial matters for gay and lesbian couples.

Spoiled For Choice? Less Is Much More

We Americans love independence and freedom of choice, believing them essential to our well-being. Yet more choice is not, it turns out, leading to more happiness or success.

How to Confront Debt Before You Retire

It used to be that once Americans neared retirement, they had whittled down or eliminated any debt. But now too many of us are retiring with huge IOUs.

Is the Saver's Tax Credit Right for You?

Low- and moderate-income families can save money on their taxes every year with the Saver's Credit. That includes contributions to traditional IRAs, Roth IRAs, and 401(k)s.

Tax Savings for Young People

Young taxpayers should plan these moves throughout the year to reduce their taxable income and earn more tax deductions. Here's where to find big savings.

5 Free Tax Resources for Retirees

The IRS has some excellent resources for seniors and retirees, whether you complete your own taxes or delegate that task to someone else.

5 Tips for Preparing for 2014 Taxes

Let 2014 be the year you vow to achieve a greater level of understanding about your taxes and to properly organize and plan for your liability.