Bond income and certain dividends from stocks and mutual funds are subject to the usual federal income tax rates. On the ...

Successful retirement planning starts with calculating a realistic target number based on anticipated expenses and lifestyle ...

From missed RMDs and bigger-than-necessary IRA withdrawals to a variety of other issues, small missteps can snowball into ...

Like it or not, taxes can take a bite out of your investments, leaving you with less money than you may have anticipated. But is that tax bite larger than it needs to be? For many people, it is. They ...

The end of the year is a great time to think about ways to lower your tax bill, boost your retirement savings, and set ...

Real estate can be a major part of your retirement plan through investment properties, REITs, and real estate crowdfunding.

If you’re taking a required minimum distribution from an IRA, 401(k) or other tax-deferred account and don’t need the money to cover living expenses, where should you stash that unneeded cash?

In our Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on the new tax deduction for ...