For a vehicle with an annual contribution limit of just $7,500 ($8,600 for those over 50), investors sure have a lot riding ...

However, in exchange for this tax break, the IRS expects its money on the back end, so it taxes withdrawals from those ...

These "loose ends" can quietly derail retirement plans, leaving many retirees financially vulnerable when it matters most.

You may be able to claim charitable contributions for 2026 if you have write-offs exceeding $32,200 for married couples filing jointly. For single taxpayers and married individuals filing separately, ...

I am 71 and my wife is 67. I have $3 million in investable assets and still work as a global marketing manager for a Fortune 200 Company. I make $250,000 a year at my job. I also get maximum Social ...

This article discusses what you might expect your RMDs to be if you have $1 million inside your retirement accounts, and I'll ...

Choosing between a Roth IRA and a Traditional IRA is one of the most important financial decisions Americans make when ...

Kent encourages advisors to help clients reduce concentrated positions and avoid large capital gains by using appreciated assets to fund charitable goals. After estimating the tax savings for one ...

And markets reacted. The average interest rate for a 30-year fixed mortgage slid to 5.99% the morning of Jan. 9, down from ...

Discover how 401(k) balances in your 40s and 50s stack up and learn smart strategies to grow savings, such as catch-up ...

January is an ideal time to do tax planning for income in 2026. Where to begin? Start with these numbers related to ...

Discover the top 7 undervalued Financial Services stocks for Wednesday, January 14 based on AAII’s Stock Grades.