There’s a lot going on in your 40s: raising a family, paying a mortgage, shuttling kids to and from activities, caring for ...

You might receive this document if you have freelance work, investment income, retirement distributions or other financial transactions.

The IRS views interest on a savings account as earned income, whether it's $1 or $1,000. So, if you received interest on a high-yield savings account in 2024, you need to report it when you file your ...

Options for health coverage for early retirees. Going without health insurance for a few years can be a risky prospect, so it ...

Early withdrawals are generally subject to a 10% penalty, in addition to normal income taxes. But there are lots of ...

HSAs provide employees with significant advantages, which HR needs to consistently emphasize to help employees manage ...

What does our 2024 research reveal as the highest safe withdrawal rate? For many investors, 4% has traditionally been seen as the ideal retirement withdrawal rate. However, Morningstar researchers ...

But you’ll enjoy your downtime a lot more and a lot longer if you manage your withdrawals smartly. To give yourself the best chance of outliving your money, financial experts recommend you ...

From flexible spending accounts to TRICARE payment and referral changes, be sure you take any required actions.

But thanks to a secret weapon—my all-time favorite—the Health Savings Account (HSA), there is a way! I absolutely love this ...

The AICPA resource features new guidance and terminology for financial statement preparers and auditors. The December webcast also included updates on the AICPA Accounting Standards Review Committee’s ...