The IRS views interest on a savings account as earned income, whether it's $1 or $1,000. So, if you received interest on a ...

Investing in tax-advantaged accounts is one of the best ways to save for retirement. These accounts offer tax incentives for investing, saving you money now and in the future. Plus, any money ...

Strategic Roth IRA conversions can set you up for tax-free income in retirement and a tax-free inheritance for the people you ...

A long and active retirement may be costly — and may even bump you into a higher tax bracket. Paying some taxes on your ...

The two main types of IRAs are traditional IRAs and Roth IRAs. A traditional IRA is a tax-deferred investment account, meaning qualified contributions are tax-deductible in the year they are made.

Taxable portfolio income growth is strong with ORI’s dividend. See why shifting to preferred shares can optimize cash flow ...

Learn about contribution limits, eligibility and why tax diversification is crucial for your financial future.

The benefit of keeping cash in a growing and secure account usually outweighs any minor bump in taxes. Holding some of your interest-generating investments in tax-advantaged accounts can help you ...

If your investments made money, you might owe something called the net investment income tax (NIIT) on your profits. Although many investors are not likely to get hit with this bill, it’s ...