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,…
Elon Musk says Grok ‘can help.’ What experts say
Skynesher | E+ | Getty Images With about six weeks until the April 15 tax deadline, some filers…
How you can add gold and silver exposure to your portfolio
The 2026 rally in precious metals offers the prospect of tempting returns, but investors ought to proceed carefully…
Income-generating investments could create a tax bill. How to prepare
The tax-filing season is officially underway, and investors – especially those who are holding income-generating assets – will…
Bigger tax refunds are coming for 2026 — what it means for the economy
Superb Images | The Image Bank | Getty Images Read more CNBC personal finance coverage Trump’s legislation included…
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…