Roth conversion 2026: What to know before year-end
Milky Way | Moment | Getty Images Roth individual retirement account conversions can potentially reduce lifetime taxes. But…
Retirees flock to monthly income ETFs, but there’s a tax catch
Covered call ETFs have gained a following for their ability to generate monthly cash flow. But a tax…
With HSAs, employers are turning to the 401(k) playbook
Momo Productions | Digitalvision | Getty Images Employers are increasingly turning to the 401(k) playbook to boost their…
Social Security: Why some Washington lawmakers want to tax high earners
A person holds a sign reading “Save Our Social Security” during a rally against President Donald Trump’s tax…
‘Survivor’s penalty’ can follow after a spouse dies. What to expect
Peter Cade | Photodisc | Getty Images Many retirees worry about how threats like inflation, living longer or…
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…