Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...

Learn the key differences between IRA transfers and rollovers, including IRS rules, the 60‑day deadline, and the ...

If you have a Roth IRA, you have an emergency fund hiding in plain sight. Every dollar you personally contributed, not the ...

The US Senate Banking Committee has taken a major step toward establishing a comprehensive regulatory landscape for ...

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 ...

Don't miss out on the next round of ANCHOR events. The property tax relief programs are returning next month. The New Jersey Department of Treasury with the local community and governments have ...

Brookfield Real Assets Income Fund Inc. (the "Fund") today announced that its Board of Directors (the "Board") declared the ...

A reader on a popular retirement forum recently described a situation that catches thousands of heirs off guard each year.

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.

I have an after-tax 401(k) that I would like to roll over to a Roth IRA with Schwab. Experts at Schwab say it can be rolled over to a Roth IRA without paying any taxes. I think they are wrong as I ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Dr. JeFreda R ...

Samsung's Galaxy Z Flip 8 arrives July 22 with a chipset split between Exynos 2600 and Snapdragon 8 Elite Gen 5. Full specs, ...