For Paul Alto, a lifelong Cleveland, Ohioan, the plan was always to retire at 65. But after having surgery to treat two ...

Converting now would enable you to spread a possible tax hit over more than one payment while reducing future taxes.

As robust inspections and reserve mandates remain, the state legislature introduces flexibility to ease financial burdens on ...

4. A new perspective When you're in the midst of your career, you may be focused on things like climbing the corporate ladder, upgrading to a larger home, or finally buying the nice car you've ...

Big portfolio adjustments can do more harm than good. Financial experts suggest making thoughtful, strategic moves that fit ...

The financial services firm’s guidance takes a different path than the traditional 4%-a-year strategy. Researchers compare ...

Letters are going out to 103,000 Medicare beneficiaries who may have been impacted. Here's how to protect your identity and ...

Republicans are framing the One Big Beautiful Bill Act (OBBBA) as an expansion of Trump’s 2017 Tax Cuts and Jobs Act (TCJA), which cut corporate and individual tax rates, doubled the standard ...

Retirement in the Bahamas may be worth considering for high-net-worth individuals who hate paying taxes on income and capital ...

Don’t buy trendy new funds. Wall Street tends to trot out funds that suit the market at the moment — red-hot tech funds when ...

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers four questions on paper checks, ...

If you've exited your business, financial advice is likely to be flooding in from all quarters. But wait until the dust ...