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If you're retired and planning a year-end charitable gift, you can boost your tax break with a qualified charitable distribution, or QCD. Here's what to know.

If you're making a gift to charity on Giving Tuesday or over the holiday season, there are ways to maximize your tax break. Here's what to know before donating.

President-elect Donald Trump's agenda carries risks and rewards for various investment sectors, market experts said.

About 59% of surveyed U.S. adults say the ability to spend money on things and activities that make them happy is the top sign of success, a report found.

Starting in 2025, key 401(k) plan changes enacted via Secure 2.0 could make saving for retirement easier. Here's what investors need to know.

Social Security faces a 2033 depletion date for the trust fund it relies on to pay retirement benefits, according to the program's trustees.

Most employees don't leverage the long-term tax benefits from their health savings account. Here's how to get triple-tax savings.

The markets soared following Election Day, prompting some experts to say "animal spirits" are back. Here's what that means for your portfolio.

The price of bitcoin is surging. Here's how to leverage the 0% capital gains bracket to save on future taxes.

The price of bitcoin is soaring. There's a key deadline for crypto investors to avoid a higher future tax bill.