The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
In the face of divorce, making changes to insurance coverage may be overlooked.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A special needs trust helps care for a special needs child when you’re gone.
Taking your Social Security benefits at the right time may help maximize your benefit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What is your plan for health care during retirement?