What the 2024 Capital-Gains Tax Brackets Mean for Your Investments

Listen to article (1 minute) Investment income is treated differently from wages by the tax code.…

Here’s When You Can Tap Your IRA or 401(k) Early Without Penalty

The Secure 2.0 Act codified a number of exemptions for retirement-account distributions before age 59½, including…

Americans’ Required Retirement Income Has Never Been Higher

A surging stock market pushed many retirement account balances to new highs in the waning days…

To Lower Your Taxes in 2024, Make These Moves Now

A new tax year is a great time to make smart tax moves and avoid dumb…

How to Donate to Charity, Get a Tax Break and Have Income for Life

Tax breaks for charitable donations come in many flavors, and this year Congress has a new…

Financial Gift Ideas for Any Age

Helping a loved one pay off debt or paying for a bucket-list vacation for older relatives…

Robinhood Will Match 1% of Your IRA Contributions. Is It a Good Deal?

While the accounts could encourage younger people to save for retirement, some advisers worry about speculative…

3 Crucial RMD Questions the IRS Needs to Answer

Some of the changes that Congress made last year to required minimum distributions are vague, exposing…

Americans Can Stick More Cash in Their 401(k)s Next Year, Thanks to Inflation

WASHINGTON—Most workers will be able to put up to $23,000 into their 401(k)s and similar workplace…

Biden’s ‘Junk Fee’ Crackdown Comes for Retirement Advice

Americans rolling over their money into an individual retirement account from a 401(k) will have more…