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Designating your beneficiaries is an important step in setting up and managing your retirement plan account.

Be on your guard to avoid wasting money following the advice of an article written to maximize revenue.

Here are some of the best practices to protect your identity.

Every school sets a budget or allowance for room and board, referred to as the cost of attendance. Are you allowed to reimburse yourself for the entire amount of Room and Board even if you did not spend that much?

I cannot imagine any consumer who, if they understood how such a select list of advisers was actually compiled, would use this list. Why limit yourself only to firms willing to pay a referral service to endorse them?

The first step to answering this question is to check that the school you want to attend is an eligible educational institution.

During 2019, the U.S. Stock Market generally rose during the four quarters from the lows set by the Almost Bear Market of 2018.

Here is a cheat sheet with information about the 2019 tax brackets and contribution limits that should help as you do your tax planning for the year.

New proposed legislation cuts the benefit of donating to charity and receiving tax credits in return.

There are two ways to run the analysis. One is quick and can be done on the back of a napkin. The other is more detailed, best done in a spreadsheet. In this part one, we will explain the quick math.

The tax penalty for failing to take an RMD is steep at 50% of the amount you fail to take, so it is essential that you make the effort to take your RMD, even when having illiquid investments creates extra hassle.

In 2015, Congress passed the PATCH Act that included a provision which allowed computer purchases to be a qualified education expense for 529 plans. But what of computer repairs?