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Accountants and financial advisors may be breathing a sigh of relief that there were no major new tax-law changes this year, but that doesn't mean

Legacy and estate planning with a Roth IRA may sound like a no-brainer. Roth IRAs intrinsically make phenomenal transfer of wealth vehicles. With reduced estate

You've read all the New Year's resolution money-advice articles with their suggestions, sometimes trite, “Skip your morning coffee and save a fortune!” and sometimes vague,

One attorney calls it the "Get out of Dodge plan"—the best way to keep your assets intact before applying for Medicaid to cover nursing home

The government encourages saving for a college education by providing tax advantages through college savings plans. The world of these plans is a complicated one,

Tax and economic reforms are on the President’s agenda for 2015 as he seeks to close what he terms “unfair loopholes that are only available

What happens when a taxpayer disagrees with the Internal Revenue Service (IRS)? Some people think that the matter ends there: the IRS always wins, right?

Developing a financially sustainable plan for retirement can be one of life's most stressful processes. Those considering retirement need time to look at the many

The estate tax is one of the most complex parts of the tax laws, drawing a lot of controversy among Americans. Even as opponents label

The Pew Research Center reports that four in ten American adults have at least one step-relative, defined as a stepparent, a step-or-half sibling or a

Each year millions of Americans ring in the New Year resolved to make better financial choices for the year ahead. Here are five essential tips

Since 529 college savings plans were introduced in 1996, a growing number of parents and grandparents have taken advantage of the opportunity to salt away