Maximize your wealth with these tax strategies
Morsa Images | E+ | Getty Images To maximize wealth, Americans should look beyond smart investments and embrace…
Bill would expand charitable giving options for older IRA owners
Some lawmakers want to expand retirees’ options for making charitable donations from their individual retirement accounts. Under current…
Million-dollar earners have stopped paying into Social Security for 2026
A mobile billboard with an image of Jeff Bezos calls for higher taxes on the ultrawealthy, in Washington,…
What investors need to know
Damircudic | E+ | Getty Images As more older Americans near retirement, many are eager to boost 401(k)…
This RMD mistake costs investors up to $1.7 billion annually
D3sign | Moment | Getty Images A key year-end deadline is here for many investors — and skipping…
Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it
D-keine | E+ | Getty Images Losing a spouse can be devastating, and survivors often face a costly…
IRS announces Roth IRA income limits for 2026
Kseniya Ovchinnikova | Moment | Getty Images The IRS has unveiled the Roth individual retirement account contribution and income limits…
401(k) contribution limits 2026: IRS increases savings cap
Maskot | Digitalvision | Getty Images The IRS has announced new 401(k) contribution limits for 2026. In its release Thursday,…
These inherited IRA mistakes could reduce your windfall, advisors say
Juanma Hache | Moment | Getty Images While many investors welcome a windfall, the rules for inherited individual…
Inherited IRAs have a key withdrawal change for 2025. What to know
If you inherited an individual retirement account, there is a key change for 2025 that — without action…
Treasury, IRS finalize rule for 401(k) catch-up contributions
Kate_sept2004 | E+ | Getty Images The IRS and U.S. Department of the Treasury this week finalized rules…
I’m a CFP and personal finance reporter. How I plan for open enrollment
Azmanl | E+ | Getty Images As a certified financial planner and personal finance reporter, I spend a…