individual

Individual Investors Slow Stock Purchases, Leaving Markets Vulnerable
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This individual retirement account option 'surprises people the most,' says advisor
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A spousal individual retirement account allows you to contribute based on your spouse’s earnings if you file taxes jointly. Here’s what couples need to know.

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Tax season opens for individual filers on Jan. 23, says IRS
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The IRS will start accepting 2022 tax returns for individual filers on Jan. 23, the agency announced Thursday.

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4 new ways to avoid a tax penalty for early individual retirement account withdrawals
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Secure 2.0 is poised to be signed into law. It adds new exceptions to the 10% early withdrawal penalty for individual retirement accounts and 401(k) plans.

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Families can make a tax-free rollover from 529 plans to Roth individual retirement accounts starting in 2024
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Lawmakers say new rules would rescue funds from tax penalties and promote more college savings. Others think the measure amounts to a tax break for wealthy.

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Individual Investors Hang On in Wild Year for Stocks While Pros Sell
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Robinhood to pay a 1% 'match' on customer contributions to retail individual retirement accounts
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The retail brokerage will match 1% of each dollar saved in its individual retirement accounts. Experts think it’s a way to get attention in a crowded market.

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Why charitable individual retirement account transfers should be the 'first source of giving' for certain retirees
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Retired and giving to charity this holiday season? Experts suggest qualified charitable distributions from an individual retirement account to trim your taxes.

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