Capital gains taxes are back in the spotlight. This time, the chatter on Capitol Hill has to do with rising home prices.

Home Retirement Medicare Medicare Premiums 2026: Projected IRMAA Brackets and Surcharges for Parts B and D Will you have to pay the monthly Medicare premium surcharge next year? It depends.

Home Retirement Social Security Social Security Payments Were Suspended for Some Americans Abroad. Here's What to Know Retirees living abroad must complete a SSA questionnaire every one to two ...

Home Retirement Social Security Strategies to Optimize Your Social Security Benefits To maximize what you can collect, it’s crucial to know when you can file, how delaying filing affects your ...

The Magnificent 7 stocks were market leaders in 2023 and have been long-time outperformers. Here's a closer look at the group of mega-cap stocks.

Home Personal Finance Charity Tax-Savvy Charitable Giving With QCDs Can Benefit Both Giver and Receiver A qualified charitable distribution, or QCD, might be the answer for you – but watch those ...

Home Retirement Happy Retirement Living a Life of Purpose after Retirement: 3 Action Steps to Take When someone asks about what you do, the answer shouldn’t be, “I’m retired.” There is ...

Home Retirement Estate Planning How Can a Trust Help You Avoid Nursing Home Costs? An asset-protection trust is one strategy to consider to help preserve your family's legacy, but it must be done ...

Home Retirement Estate Planning Inheriting an Annuity? Here’s a Little-Known Way to Stretch Its Tax Benefits There are a few different ways beneficiaries of annuities can claim their inheritance ...

Home Retirement Estate Planning Four Ways to Disinherit Family Members If you don't want your deadbeat brother or even an estranged spouse inheriting your estate, you have to tread carefully.

Home Retirement Estate Planning What is a Revocable Trust and Do I Need One? To avoid probate court and streamline the wealth-transfer process for your heirs, a revocable trust (also known as a ...

You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations. Here's how to help avoid the five most common mistakes.