The end of the year is a great time to review your W-4 and current withholding to decide if you want to change it. The IRS' Tax Withholding Estimator tool lets you estimate your current ...

So, your first end-of-year checklist item is to start with the low-hanging fruit: Review your 401(k) contributions and boost them if at all possible. Given the market's performance this year ...

Here are some things you may want to consider in your year-end tax and retirement review. 1. Ask your adviser about tax-loss harvesting. Taking the time to analyze your portfolio toward the end of ...