Tax Planning

Take Advantage of Education Tax Breaks

The American Opportunity tax credit can help offset the cost of college tuition.

Build Your Financial Dream Team

When it’s time to consult the pros about your money, be sure you get major-league advice.

How to Build 'Team You'

Our writers know a thing or two about going to knowledgeable sources they—and you—can trust.

Roth IRA Withdrawal Rules

Here's what you need to know if you want to take money out of your account before retirement.

9 Popular Tax Breaks You Can No Longer Count on in 2012

A number of tax breaks that might be dear to you have expired.

Track the Status of Your Tax Refund

Here's how to find out when you'll get your money.

A Tax Tip that Could Save Your Life. Really!

Are you rushing to file your 2011 taxes? Be careful.

What to Know About Kids and Taxes

Children must file a return if their earned income or investment income exceeds certain limits.

The IRS Wants to Know if You Pick the NCAA Champ

Or if you have gambling winnings of any kind.

How to Adjust Your Tax Withholding

A do-it-yourself pay raise may sound too good to be true. But it's easily within the reach of most employees.

7 Tips to Pay Fewer Taxes

Use flexible spending accounts to escape taxes on essential expenses.

Buy Umbrella Liability Insurance to Cover Your Assets

Add an umbrella policy, which starts at $1 million of coverage, to protect against lawsuits.

Claiming the Child-Care Tax Credit

You may be able to take advantage of this tax break even if you contribute to and use money from a dependent-care flexible-spending account.

Strategies for Moving 401(k) Money to a Roth IRA

Start by rolling your account over to a traditional IRA then figure out how to minimize your tax bill when converting to a Roth.

Don't Transfer IRA Distributions to Charity Yet

Congress hasn't reauthorized the law allowing people to give required minimum distributions from IRAs tax-free to charity but may by the end of the year.

Great Advice From Around the Web

A weekly look at personal finance tips and insights others are offering.

How to Make HSA Contributions After Age 65

If you delay enrolling in Medicare, you can continue to stash cash in a health savings account. But this may not be a good move.

Tax Planning for Divorce

If you're going through a divorce, taxes may be the last thing on your mind, so we’re here to help.

Taxes After Graduating from College

Tax tips for new grads; can you claim your own exemption?

Tax Planning for Your First Job

Learn how to reduce the tax bite on your salary and match withholding to the amount you’ll actually owe the government.

Marriage and Taxes

Will tying the knot cut your tax bill . . or will you fall victim to the marriage tax penalty? Read on to see how to hold the tax bill on a “married filing jointly” return to the minimum.

Birth of a Child and Adoption Tax Guide

Tax credit for children, tax relief on daycare costs, the IRS offers some way to alleviate a tax burden on parents trying to raise a family.

Tax Breaks for Buying a Home

From mortgage interest deductions to closing cost write-offs, find out the tax relief benefits for homeowners.

Tax Planning for Life's Major Events

As your life changes, so does the set of tax rules that affect you. We have pulled together a rich collection of the breaks you're entitled to when you marry, have a child, change jobs, retire and more.

Tax Relief for Major Illness or Injury

You can lighten your tax burden if you or a dependent faces a costly health issue.

Tax Planning for Changing Jobs

Even if you’re just thinking about jumping ship, you'll need to keep in mind the tax pros and cons.

Tax Guide for Working at Home

Self-employment taxes run high, there are also more options for tax deductions.

Thanks Mitt and Newt: A Dozen Tax Tips for the Rest of Us

Learn from two GOP candidates' tax returns.

8 Smart Estate Planning Steps to Die the Right Way

Excuse #1: You're not going to die.
Excuse #2: You've been too busy.
Excuse #3: You can't stand thinking about a future that doesn't include you.