Over the past decade, some retirees have sought to lower their RMDs by buying a type of annuity called a qualified longevity annuity contract, or QLAC. You buy the annuity with pretax money (up to a ...

This explains how ESOPs are taxed as salary at exercise and as capital gains at sale. The key takeaway is the two-stage taxation framework under Indian tax ...

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

If you’re entering retirement, it’s essential to understand how required minimum distributions, or RMDs, work. Tax-deferred ...

There’s an important capital gains tax exclusion you might qualify for if you sell your home. The exclusion is worth up to ...

A financial “security” is nothing more than a claim on some stream of cash flows that investors expect to be delivered into ...

For some people, RMDs aren't an issue—in fact, they need to withdraw more than the minimum anyways. But other people might prefer to avoid withdrawing that much money, as doing so could hinder their ...

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, ...

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

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

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

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