Budgeting & Tax Planning

Learn what you need to know about IRAs, Roth IRAs, contributions, and conversions.

Stop digging frantically through piles of papers looking for the documentation you need to prepare your tax returns. Here's how to keep your records organized.

You can save for retirement using a number of tax-deferred or tax-free retirement plans.

For individuals, there are a number of variants for the same tax form. You have form 1040, 1040A, and even 1040EZ. Which one is right for you?

Estimated payments are due at least every quarter. Learn how to calculate the right amount of tax you owe, and how to budget for tax payments.

How much income can kids earn before they have to file taxes?

A tax rebate can never come at a bad time. The only hard thing about getting free money is deciding how to spend it. Here are some finance-friendly ideas.

How you invest a tax refund or any other lump sum depends on your tolerance for risk, but more importantly on when you will need the money.

To pay as little tax as possible, you have to plan ahead.