Here’s a look at key changes to help you evaluate your tax strategy with the goal of fully optimizing your retirement plan.
Futures are trading lower after the January rally hit a wall on Wednesday, with all major indices falling, and the selling ...
If your modified adjusted gross income (MAGI) is too high, your Medicare Part B premiums could skyrocket. This article ...
That number is your household’s modified adjusted gross income (MAGI). If you understand this metric, it becomes much easier ...
Most older adults and retirees would agree that health care is near the top of their list of concerns. It’s not just the ...
"Trump accounts," the new investment vehicle for children that was part of the so-called One Big Beautiful Bill Act, could ...
There's a new rule coming to 401(k) catch-up contributions this year that affects higher earners. And it may also have an ...
Seasoned federal employees who survived the turmoil of 2025 might be thinking: Should I retire in 2026? You should make this most crucial and personal of decisions on the basis of where you want to be ...
With so many critical decisions coming up, these tips from Merrill can help you plan for the next steps in your financial ...
SmartAsset on MSN
Ask an advisor: Should I convert 10% of my 401(k) to a Roth IRA each year to reduce taxes and RMDs?
Is it wise to start converting my 401(k) into an IRA (and then Roth) by 10% per year in order to avoid having to claim too ...
Learn how a Roth retirement portfolio earned $175k+ tax-free in 2025 using high-yield funds and swing trading with charts, ...
Young and the Invested on MSN
Roth conversions done right: Avoid these 7 common Roth conversion mistakes
A Roth conversion can change your retirement for the better, but only if done correctly. These are some costly conversion ...
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