Using the NUA strategy can help executives save hundreds of thousands in taxes related to company stock. Here's how it works.

"When you owe the government money, they’re not very happy. And you probably owe the government money with pulling out from ...

Retirement may free Americans from the daily grind of work, but it does not remove them from the IRS spotlight. In fact, tax ...

The Internal Revenue Service has improved its ability to flag returns for signs of identity theft, adjusting its filters to ...

Quick Read In-plan Roth conversion: $100,000 converted at 24-32% tax now becomes $339,000 tax-free by 73, saving 40% on ...

A report from the Treasury Inspector General for Tax Administration found that delayed 1099-R and W-2G filings limit the IRS’s ability to spot refund fraud early.

Some states give multiple tax breaks to retirees, while nine others have no state tax on any kind of income, no matter your ...

If you’re 65 or older, you may be eligible for federal and state tax breaks that can significantly reduce your tax bill this ...

Farran Powell is the managing editor of investing at Forbes Advisor. She was previously the assistant managing editor of investing at U.S. News & World Report. Her work has appeared in numerous ...