U.S. taxpayers who carry credit card debt can parlay this year's tax refund windfall from the IRS into even bigger gains. How so? By turning around and using the money they got back from Uncle Sam to pay...
Headline risk is back on Wall Street as the U.S. war with Iran drags on. It's hard for investors to ignore the drumbeat of negative news.
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How much money will you need to retire comfortably? Unfortunately, the number keeps going up. Americans believe the "magic number" to retire comfortably in 2026 is $1.46 million, up $200,000 from last year, according to Northwestern Mutual's 2026...
Private credit and private equity investments are closer to joining 401(k) plans. But do private assets belong in your retirement plan? A proposed Labor Department rule announced in late March is a key step in the Trump administration's...
More Americans are turning to AI for quick financial answers — especially for planning retirement withdrawals. Many are using the new technology to get fast answers to complex retirement questions, such as how to map out a 401(k)...
Want to add alternative assets to your retirement portfolio to spread out your bets and boost returns? Consider a self-directed IRA (SDIRA). The SDIRA is a type of individual retirement account that doesn't get as much attention as...
Mutual fund investors who tuned out unsettling war news in April were richly rewarded for staying the course. Buoyed by a U.S.-Iran ceasefire, surging computer chip stocks and the S&P 500's biggest monthly gain in nearly six years,...
A million bucks in a 401(k) doesn't mean you have a seven-figure fortune to spend in retirement. Unfortunately, Uncle Sam takes his tax cut. Suddenly, the $1 million sitting in a traditional retirement account isn't as well fortified...
In retirement, having the income you need for the rest of your life is just part of the goal. You also hope for the good health to enjoy your post-working years. You can calculate your budget, savings rate...
The 2026 calendar says August. The tax-planning calendar says start now. This summer may seem like a lifetime away from the April 2027 tax-filing deadline. So, why sweat over taxes now? Because August is the sweet spot for...
