A 55-year-old equity partner at an AmLaw 100 firm sits on $1.8 million in a traditional 401(k), earns $800,000 a year, and ...

State lawmakers should focus on fixing existing state programs to provide property tax relief for seniors and disabled ...

An executive earning a $200,000 base salary and a $150,000 year-end bonus faces a straightforward tax problem: that bonus ...

A broad coalition of financial industry groups is urging Congress to move on bipartisan legislation that would let mutual fund investors delay paying taxes on automatically reinvested capital gains ...

Property taxes don't disappear when the mortgage is paid off. In many parts of the country, they keep climbing, even after income drops in retirement. For older homeowners on a fixed income, a few ...

Strategic vehicle selection, like the use of separately managed accounts, and optimizing asset allocations are two ways to ...

O'Connor discusses how to protest your taxes in Texas, why you should file, and understanding unequal appraisal.

Investors must be careful to properly time purchases and sales of mutual fund shares to avoid unfavorable income recognition ...

Use our guide to decide which assets belong in a taxable account and which go into a tax-advantaged account.

Efforts to generate more tax revenue from Hawaii’s rental car industry via multiple avenues at the state Legislature has run ...