Over the past decade, some retirees have sought to lower their RMDs by buying a type of annuity called a qualified longevity ...

A 401(k) can really boost your retirement savings. According to a new study, people who save for retirement with a 401(k) ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Lea Uradu, J.D., is a Maryland state registered tax preparer, state-certified notary public, ...

On paper, a $2.5 million nest egg looks like an ironclad path to a $100,000 lifestyle in retirement. In practice, the tax ...

I used to have a standard New Year column about all the good things that were going unreported, from falls in global poverty ...

Trump Accounts launch in 2026 for children born 2025–2028. Each starts with a $1,000 federal deposit. Families can add up to ...

It’s not just multinational corporations looking to shelter cash. Individuals are stashing anywhere from $8.7 trillion to $36 ...

Allspring California Tax-Free Fund missed its target despite positive bond market growth this quarter. Read the complete ...

These days, we're hearing a lot about the many benefits of Roth accounts. However, they're not the best choice for every ...

Discover top dividend growth stocks for 2025 and learn how a long-term strategy can help fund your living expenses.

Fear that a cash-strapped Government might come after pensions with new rules, caps and taxes is unlikely to let up in the ...