Most Americans who are turning 65 and not receiving a Social Security check should apply for Medicare by visiting ssa.gov/medicare/sign-up at least three months prior to turning 65 for Medicare Parts ...

Social Security retirement benefits are subject to taxes in many cases. But familiarity with the rules and some advance ...

One of the most common notices from the IRS that my clients receive relates to distributions from their Health Savings Accounts (HSA). It is important to properly report these distributions from ...

A tax software program makes filing your taxes a breeze. These five companies offer different plans for every type of tax ...

I am 62 and was told that my required minimum distribution will start when I turn 75. At that time, I am projected to have $4.5 million in an IRA. My RMD would be $180,000 and the taxes would be high.

It’s the point City Manager Toni Lundgren intends to drive home during Tuesday’s special joint meeting of the Manteca City ...

Even if none of your data gets mislaid, copied or hacked, it's a good idea to store copies of some key federal records for ...

But here’s the rub: You already have a sizable IRA, possibly from rolling over a previous employer’s 401 (k). Now you’re wondering if it makes sense to move that money back into a 401 (k) — a process ...

I have a question about our rights to an estate once my stepmother passes away.

Wyomingites rank 48th when it comes to their overall tax burden, meaning residents in nearly every other state pay more taxes.

Our readers have long shied away from pensions, tax and investing but want to pick up the baton as they embark on retirement ...