Picture a dual-income couple with combined wages well into the high six figures. They already max the 401(k). Their employer offers a high-deductible health plan, and they keep choosing the ...

NASCAR champion Kyle Busch settled an $8.5 million lawsuit against Pacific Life Insurance months before his death.

A 58-year-old earning $280,000 a year has already maxed their pre-tax 401(k) deferral. What most do not know is that their ...

As expenses soar and the economy gets harder to thrive in, more Americans are using AI instead of financial advisors for ...

That Caps Out by Summer A 41-year-old enterprise software sales executive earning $310,000 base plus $190,000 in variable ...

Former IRS officer KG Arunraj joined Vijay’s new Tamil Nadu cabinet after winning Tiruchengodu seat. Doctor-turned-politician earlier served in Income Tax Department before entering active politics.

Converting $77,000 yearly at 13.5% costs $124,700 tax; RMDs after age 73 face 22-24% rates on $4M balance. Execute conversions before age 63 to avoid Medicare IRMAA surcharges; fund taxes from ...

A married couple in their early 60s with $2.0 million in traditional 401(k)s, $300,000 in a brokerage account, and no Roth balances walks into retirement looking wealthy. The problem is that the IRS ...

A dispute over the fate of 401 (k) funds belonging to Evan Greebel, a now-former attorney convicted of conspiring with pharma bro Martin Shkreli, raised questions about whether district courts have ...

Peter Gratton, Ph.D., is a New Orleans-based editor and professor with over 20 years of experience in investing, economics, and public policy. Peter began covering markets at Multex (Reuters) and has ...