When you leave a job, it’s generally a good idea to take your 401(k) plan with you. This doesn’t mean you should cash it out, ...

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 ...

Hitting the brakes on investing while saving money for a down payment can put your long-term financial well-being at risk.

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 ...

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

The Internal Revenue Service (“IRS”) issued proposed regulations regarding the provisions of the SECURE 2.0 Act of 2022 (“SECURE 2.0”) that relate ...

Nonrefundable tax credits can only be used against taxes that you owe -- once your tax bill hits $0, you don't get the ...

At the core, Agree Realty ( ADC 0.27%) and Realty Income ( O -0.26%) are very similar real estate investment trusts (REITs). But they aren't interchangeable. Here's why some investors will like Agree, ...