What could end up being the most beneficial may also be the most overlooked: a health savings account (HSA).

For many Americans, Social Security is a crucial component of retirement. The problem, however, is that there is a lot that many people don't know about it. Here are four secrets of Social Security.

Find out how a grantor-retained annuity trust (GRAT) could help you transfer wealth to future generations without the typical tax burden associated with large gifts. Learn what a GRAT is, how a GRAT works, types of GRATs, how GRATs are taxed, and the pros and cons of a GRAT.

There’s a world of opportunity beyond the borders of the United States. Come on a journey with us to explore the top 8 best countries for Americans to retire abroad.

Estate planning is the process of arranging for the transfer of your wealth in a way that minimizes legal complexities, taxes, and costs.

Incentive Stock Options (ISOs) are a powerful investment opportunity. However, they come with risk—and potentially significant tax consequences.

Learn more about the tax policy plans proposed by Vice President Kamala Harris and former President Donald Trump in the run-up to the 2024 U.S. elections.

Recent legislation has brought many changes to RMD rules, causing some confusion. One point that’s been unclear: Are RMDs required for non-spousal inherited IRAs? Last week, the IRS finally answered that question: in most cases, yes.

A financial advisor can help you make the most of your workplace retirement accounts by including them in a comprehensive wealth management plan designed to build the financial future you want.

To help make sure your golden years are golden, this comprehensive guide delves into everything you need to know about retirement planning, from setting goals and choosing the right retirement accounts to considerations around your Social Security benefits, healthcare costs, and more.