U.S. stocks rallied to the cusp of their records. The S&P 500 climbed 1.1% Monday and pulled within 0.3% of its all-time high set earlier this month. The Dow Jones Industrial Average jumped ...

When you think of trust funds, you probably think of super wealthy people providing their kids with access to huge amounts of ...

Discover how much you need to retire early and smart investment strategies to achieve it. Click for more on a strategy and ...

You can then request a direct rollover from your old employer's plan so the funds go straight into your IRA, which keeps your ...

There is a myriad of decisions to be made regarding retirement income. While it's important to plan, it may be equally important to be ready to pivot.

Some married couples can maximize Social Security benefits when the lower-earning spouse files for benefits first, even ...

In their reasonable reliance on software under Statement on Standards for Tax Services 1.4, AICPA members should evaluate its ...

You must report the death to the Social Security Administration Katharine Paljug is a financial ... You can apply with photocopies of forms such as medical documents, W-2s, or tax returns. However, ...

Learn how interest from savings accounts, including HYSAs and CDs, is taxed. Understand reporting requirements and strategies ...

The Social Security earnings test is used to determine if a Social Security recipient's benefit will be reduced due to their ...

Washington – Social Security Administration Commissioner Frank Bisignano was named to the newly created position of CEO of the IRS on Monday, making him the latest member of the Trump administration ...

WASHINGTON (AP) — Social Security Administration Commissioner Frank Bisignano was named to the newly created position of CEO of the IRS on Monday, making him the latest member of the Trump ...