Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on the home-sale exclusion, calculating tax basis in your home and related topics. IRS Updates Capital Gains Tax ...

If you want to keep money relatively safe while still earning interest without that kind of restriction, there are alternatives worth considering. These can include Treasury bills, money market ...

In 2026, frugality might feel to some more like a survival strategy than a lifestyle choice. A recent survey by price comparison site, Lenspricer, found that people across the country are adopting ...

During your working years, your largest income stream is generally from employment. When you retire, however, your income will likely need to come from a variety of sources, such as retirement ...

Here are the 13 states that do not tax retirement income (distributions from 401 (k)s, IRAs, Social Security benefits, etc.), ranked by the estimated total savings needed to live comfortably. Note: ...

When it comes to passing down property, you have a few different options. You can sell it, gift it to your children, establish a trust or form some sort of legal entity like an LLC. If you choose to ...

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Most of us know the power of compound interest, often followed by the wish that we had started saving and investing decades earlier. By opening a custodial Roth IRA for a grandchild, you are giving ...

Almost 20 U.S. states now permit a person to set up an irrevocable trust that names themself as beneficiary even while the trust maker is alive, a type of irrevocable trust known as a domestic asset ...

In his book Die With Zero: Getting All You Can from Your Money and Your Life, Perkins argues that life is better spent maximizing experiences rather than maximizing wealth. After all, wealth is only ...

As it turns out, while money is an important factor, the studies paint a more nuanced picture of the role your finances play in a satisfying retirement and what other ingredients matter as much or ...