If you must report distributions from a variety of retirement plans, investments, and accounts, the IRS has provided a head start by issuing the 2026 instructions for Forms 1099-R and 5498.

Most high-earning employees will now need to funnel their catch-up contributions into an after-tax Roth account.

One of the most tax-friendly provisions of an IRA is the ability for IRA owners who are at least age 70½ to donate up to $108,000 (2025 limit) directly to an eligible charity from their IRA. This is ...

Keeping MAGI below $80,160 (400% of FPL) is critical because exceeding it by even $1 eliminates ACA subsidies entirely for a retiring couple. Spending Roth IRA and taxable basis dollars first keeps ...

A $1.4 million traditional 401(k) forces roughly $52,800 in taxable income at 73, which stacks with Social Security to trigger costly IRMAA Medicare surcharges. Retired couples can convert up to ...

Explore top Master Limited Partnerships (MLPs) for tax-advantaged, high-yield income as AI/data centers boost gas demand.

Investing 33% of net worth in energy infrastructure? Learn 3 key reasons, the biggest risk, and 2 top picks to consider ...