If you're eagerly awaiting your tax refund to spend it, you might want to think about other options. It's important to ...

Retirement becomes financially feasible when projected income exceeds projected expenses. Retiring at age 64 with $715,000 in ...

Legally, it's never too late to make a Roth conversion. You can do this at any time in life, in any amount, so long as you ...

IRS rules say that interest earned on bank accounts is taxable income. If you earned a bonus when opening a new account, you ...

I am 70 and I have $1.4 million in traditional IRAs. Is it best to do $160,000 in Roth conversions for the next 1-3 years to reduce my high RMDs in about 5-10 years? That would put me in the 24% tax ...

Would you send the government a big check this year — in return for a potentially far larger future tax break?

For example, say that you invest $500 per month in a new Roth IRA. Over 10 years, at the S&P 500’s average 10% rate of return, this account would grow to roughly $102,000. But those ...

The average tax refund in 2024 is hovering around $3,000, with only 40% planning to put it into savings according to Credit Karma’s recent tax survey. That’s not just shopping money – that’s ...

Roundhill S&P 500 0DTE Covered Call Strategy ETF uses a covered call strategy to maintain total returns, offering flexibility ...

Discover why investing in Brookfield Renewable Partners (BEP) over BEPC is a smart move for higher yield and distribution growth opportunities. Read the full report here.

Investing in stocks may not be the first thing on a college student’s mind, but it can be a smart move for those looking to grow their money. While juggling classes, exams, and part-time jobs, many ...

It’s a time when advisors must know what they can and can’t do for clients—and when they sometimes must go out of their way to work with their clients’ tax professionals. “Advisors aim to keep taxes ...