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,…
Trump accounts launch a new sign-up option after Super Bowl ad
Amid the flurry of promotions for Trump accounts, families now have another way to opt in to the…
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…
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…
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) 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,…
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…
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…