Each January, your mailbox and email are likely filled with tax forms. You'll receive a W-2 reporting your wages if you work for an employer. But if you do any self-employed or freelance ...

Form 5329 is an attachment to the federal income tax return that must ... a health savings account (HSA), or an education savings account. Received taxable distributions from an education savings ...

**Surviving Spouse as Default Beneficiary**: If you are married and do not name a beneficiary, your spouse automatically becomes the beneficiary of the HSA by default. In this case, the HSA continues ...

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

If the interest was $10 or more, your bank or financial institutions will send you a Form ... expenses, withdrawals are also tax-free. After age 65, you can withdraw money from an HSA for any ...

an HSA is a rare opportunity to save on taxes now while building a financial safety net for the future. The combination of tax-free contributions, growth, and withdrawals makes it one of the most ...

A reverse mortgage can be a helpful tool for older homeowners who are house rich and cash poor. But problems can arise if debt piles up, leaving too little equity for late-in-life expenses.

Republicans are in a bind.To give substance to their new budget bill, they need to cut Medicaid spending by billions of ...

Any time that money comes your way you are probably tempted to spend it. After all, who doesn't love a windfall of cash when it is least expected? Though the urge to splurge is strong, it might ...