Tax Planning

You can deduct up to $2,500 in interest if you meet the income limits.

Several tax law changes went into effect this year. These moves can help keep your 2013 tax tab in check.

New tools help you get beyond the sticker price.

When you’re competing with a lot of other buyers, your bid needs to stand out.

There's an extra step when it comes to determining eligibility for a Roth IRA.

Deductions just got easier for self-employed taxpayers.

Federal estate taxes aren't an issue for most Americans. But you may need to worry about death taxes in your state.

From providing housing to navigating government benefits, adult children have numerous options to assist elderly parents.

How would you like to get next year's tax refund in installments ... starting next payday? Let us show you how.

Most Americans have too much taken from their paychecks each year. Why let the IRS hold your money interest-free?

Filing your tax return is a once-a-year event but trimming your tax bill requires year-round attention.

For tax savings, convert a vacation home to your principal residence, give an IRA to charity and double your family's estate-tax break with a by-pass trust.

Roll over an inherited 401(k), help your children earn a credit for retirement savings -- and rack up tax savings in the process.

Reduce the amount you owe to Uncle Sam by adjusting your withholding, switching to a Roth 401(k) and making IRA contributions sooner rather than later.

You might be able to avoid paying taxes on the interest of some bonds if the money is used for qualified expenses.

A health savings account can be a powerful financial tool to cover medical expenses and save for the future.

Here's how to figure the value of your shares.

Congress ties up loose ends, but high earners pay more.

If you've been putting off the onerous task of finishing your tax returns, these tactics will help you breathe easier.

A quick picture with your phone could be cheap insurance at audit time.

Stash cash in a self-employed retirement account, be creative with your generosity and think twice about selling stock for a profit if you're subject to the AMT.

Take advantage of your flex account, save for college in a 529 plan and hire your children to lower your tax bill.

If your employer gives you until March 15 to use last year’s funds, don’t leave money on the table.

Years ago, the fellow who was running the IRS at the time told Kiplinger's Personal Finance magazine that he figured millions of taxpayers overpaid their ...

A reader asks if she can use her FSA to help cover her grandsons' dental costs.

We'll help you decode the new 1099-B form from your broker.

To be productive, make your workspace all business.

Getting answers to these key questions will boost your odds of a secure future.

Time claiming Social Security benefits, keep careful records of medically necessary improvements to your home or car, and tote up out-of-pocket costs of doing good.

It's business as usual this tax season with federal tax rates and write-offs mostly unchanged from 2011.

Congress extended the law giving seniors the ability to transfer money from their IRAs to charitable organizations without paying taxes on the distribution, but there are some special rules.

You can't keep marginal rates low if you allow deductions for such items as mortgage interest.

Higher tax rates are no cause to give up on dividend stocks or funds that focus on them.

Organize your records and file when the IRS gives the all-clear.

Use this simple calculator to see how much your paychecks will drop starting in January because Congress decided to let the payroll tax holiday expire on schedule at the end of 2012.

Kimberly Lankford shares her most popular advice of the year.

You'll owe taxes on the amount you convert, so consider this strategy to lower your tax bill.

Consider these alternative methods of helping organizations in need.

New Year’s Eve is the deadline to make these six money-saving moves.

Don't miss the New Year's Eve deadline for taking required minimum distributions from your retirement accounts.

You can benefit all year from this collection of personal finance advice.

We help you target the best and avoid the worst.

With various tax breaks scheduled to expire at year-end, would-be donors are scrambling to transfer assets.

Depending on your income, you may owe tax on up to 85% of your Social Security benefits.

The penalties can be stiff if you make one of these common IRA errors.

Use this calculator to see how your income stacks up and what portion of the tax burden you bear.

Our comprehensive guide to taxes on retirement income, property, and purchases, as well as special tax breaks for seniors, in every state.

This calculator will estimate your tax savings if you use your employer's flexible spending plan to pay for medical and/or dependent care expenses.

He could pull it off with higher taxes on businesses and the wealthy.