The total rate of return that ends up in your pocket from investments is not always easy to calculate. Here are some things ...

If it’s been a while since you rebalanced your portfolio, it might be too heavy on growth-oriented U.S. stocks.

Different types of investment income can move you toward or over the various MAGI thresholds and affect your eligibility for ...

A Roth IRA is a tax-advantaged retirement account many people use to build long-term savings, but its rules and benefits can ...

For people in their 60s, retirement accounts typically hold more than $300,000 in stocks on average—but the median balance is closer to about $100,000. Taxable brokerage accounts vary widely, but ...