With a short time left before 2025 comes to a close, year-end tax planning is all-important. Here are some areas to focus on.

Across more than 52 million IRA, 401 (k) and 403 (b) accounts, Fidelity found that 95% of Gen Z contributions now flow into ...

IRS raises IRA contribution limit to $7,500 in 2026. Traditional and Roth IRAs jump from $7,000. Catch-up contributions for ...

A strong market is boosting Americans' nest eggs: Average 401 (k), IRA and 403 (b) account balances hit record highs in the ...

Savers across the U.S. are benefitting from a healthy stock market, with younger generations also embracing retirement ...

Going into the 2024 presidential election, the conventional wisdom and received knowledge of the chattering classes, when asked whether or not it was smart to convert a regular IRA into a Roth IRA ...

Roth individual retirement accounts offer tax-free withdrawals, but there are important rules and limits to understand.

The IRS recently announced the new maximum retirement plan contribution limits for 2026, and though I wish there was some way ...

Retirement account balances reached fresh records in the third quarter, capping off a period of sustained growth that has ...

Take our capital gains tax quiz to test your investment taxes knowledge. Learn about loss rules, holding periods, and tax ...

Here’s how converting your traditional retirement account to a Roth IRA can boost your nest egg — but avoid these costly ...

According to Fidelity Investments®’ latest Q3 2025 retirement analysis, average 401(k), IRA and 403(b) account balances reached new record highs in Q3, driven by consistent savings and positive stock ...