Karen Hube

More than 40 million Americans have a Health Savings Account, which give a tax break on spending for out-of-pocket medical costs.

The number of Americans who own crypto is growing—and so is the number of sad stories about inheritance. Don’t be one of them.

Annuity sales are soaring as a record number of Americans turn 65 and face the most dreaded of all retirement risks: running out of money.

While irrevocable trusts are permanent structures, the assets within them are flexible and can be swapped at any time with different similarly valued assets.

Qualified charitable distributions allow you to be charitable and shave your taxes at the same time.

Americans 65 and older who failed to qualify this year can trim their income and snag the deduction for next year.

Constellation Energy, the largest nuclear and clean-energy operator in the U.S., nabs the top spot.

Barron’s gives tips for avoiding unfair penalties, withheld refunds, or drawn-out grievances with the IRS.

Stock drops can be opportunities to do tax-loss harvesting, Roth conversions or gift battered shares you expect to bounce back.

Many small businesses can get research and development tax deductions or credits under last year’s tax law.

Four ways to reduce the tax impact of annual IRA required minimum distributions that investors need to start taking by age 73.

Commission-free annuities are hot—but sold through advisors charging their own fees.

With foreign stocks outperforming domestic stocks, investors are getting products tied to international indexes with downside protection.

Artificial Intelligence may find deductions or credits you missed, catch an error on your tax return, or spot a red flag that could lead to an audit.

Investors in qualified small business stock got a huge boost under the One Big Beautiful Bill Act passed in July.

Taxpayers over 65 can expect an average annual 4.5% increase in after-tax income compared with 3% for all age groups, according to the Tax Foundation. 

Here is your guide to changes that are part of the One Big Beautiful Bill Act, which passed in July. Read, then jump into action before year’s end.

Here are new deductions, effective this year, that eligible taxpayers can use even if they claim the standard deduction.

Health savings accounts (HSAs) will be available to roughly 10 million more American beginning in 2026.

Deferring or avoiding income can prevent you from creeping into the next higher tax bracket, and this year the next tax law gives you extra incentive.