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)…
The required minimum distribution deadline is coming. What to know
As year-end approaches, many investors still need to take required withdrawals from retirement accounts — or face an…
These big 401(k) changes are coming in 2026 — what it means for you
Kate_sept2004 | E+ | Getty Images As 2025 winds down, many financial advisors are preparing for 2026, which…
Here are some of the biggest required minimum distribution mistakes
Luis Alvarez | Digitalvision | Getty Images As December approaches, some older Americans must soon take required withdrawals…
Social Security 2026 benefit amounts will be affected by these changes
Ascentxmedia | E+ | Getty Images About 75 million Americans will see a 2.8% cost-of-living adjustment to their…
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…
401(k) catch-up contribution limits 2026: IRS update
Peter Cade | Getty Images The IRS has announced new 401(k) catch-up contribution limits for 2026. In its…
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 on…
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…