Fortunately, there are legal and strategic ways to lower your taxable income and keep more of your retirement money.

A charitable remainder trust (CRT) is an irrevocable trust in which you can place various financial assets, which then become ...

You don't have to worry that Social Security is going away. You don't even have to pretend that it is. Just be mindful of how ...

After years of service, every veteran deserves to get the full value of the benefits they've earned. But many don't realize that military pay, disability compensation, and even pensions can affect ...

The Social Security Administration circulated an imprecise email about the provisions in the new law. Here’s what it actually does. By Tara Siegel Bernard Tara has written extensively about Social ...