savings

As the calendar winds down, consider these year-end moves to lower your tax bill, regardless of what happens in Congress.

Recent research examined rolling 10-year returns on $1 million and compared results between an immediate lump-sum investment and dollar-cost averaging.

“This bipartisan bill will provide students with an innovative experience and the tools they need to plan for the future,” said Sen. Gary Peters, D-Mich.

Some younger Americans fear Social Security won’t survive until their retirement, but there are steps they can take on their own to ensure happy golden years.

The Fed is sticking with its near zero rate policy for now, yet borrowing costs may start to edge higher anyway.

“The IRS is currently looking into this situation, and we will share more information as soon as possible,” the federal agency said.

While the windfall would be a life-changing bonanza, a good portion of it will go to taxes.

House Democrats want to raise funds for their $3.5 trillion spending plan by limiting a popular tech industry write-off for startup investors.

Financial advisors have a great opportunity to become a beacon of trust for investors by guiding them through difficult life and financial decisions.

Phased retirement, a gradual reduction in working hours, can help you continue to earn money in your golden years.

A market downturn in the early years of a person’s retirement can leave them worse off down the road. Here’s how to address this “sequence of returns” risk.

Monthly child tax credit checks of up to $300 per child are reaching millions of families. New data shows they have been inclined to save and invest the money.

CNBC did the math for a wide range of salaries, and we can estimate your future Social Security benefits if you make between $30,000 and $100,000 per year. 

“Sometimes you have to make choices that you don’t necessarily like,” said Linda Farinola, CFP and president of PFG-Financial Planning and Management.

At a virtual summit on student debt, Senate Majority Leader Chuck Schumer renewed his call for President Joe Biden to cancel debt through executive action.

Senate Finance Committee Chairman Ron Wyden has floated a new tax on exchange-traded funds’ in-kind transactions, which may have a negative effect on investors.

Roth accounts allow for after-tax savings in 401(k) plans and individual retirement accounts. But there are some big differences between the two.

While you may want to fire off an email that says “I quit,” it’s better to have a plan in place first.

The wealthiest Americans may be avoiding $163 billion in income taxes every year, according to the U.S. Department of the Treasury. Here’s how they do it.

Here’s a breakdown of what may happen if Congress fails to suspend or increase the debt ceiling by October.