How Much Do You Need to Save to Retire?
The amount you need to save for retirement and how quickly you need to do so depends on several factors:
how old you are when… Read more
Retirement
Top 10 Things to Consider Before Retiring Abroad
Retiring abroad could be the adventure of your lifetime. Here are ten things to ask yourself before taking the leap.
What… Read more
Make IRA contributions before Tax Day
Investing in a retirement account is arguably one of the smartest ways you can use your money. While it’s quite… Read more
Is My Disability Income Taxable?
If you receive disability benefits every month, you may be wondering how it will affect your taxes.
What is disability… Read more
How Do Life Events Affect My Tax Return?
Many important events in your life that happen throughout the year may have a significant impact on your tax return. Buying… Read more
IRA Rollovers, Transfers, Conversions: 3 Ways to Move Money and Avoid Penalties
When you decide to leave your current job – whether it’s for retirement or for another employer – you may choose to… Read more
Early Retirement Withdrawals and Your Taxes
Withdrawing money from a qualified retirement plan or IRA is tempting when you’re in need of money for medical bills, home… Read more
What is the Better College Savings Plan: The 529 or the Roth IRA?
As a parent, setting aside money for your child’s higher education could be an important part of your ongoing financial … Read more
Many Retirees Face April 1 Deadline to Take Required Retirement Plan Distributions
The Internal Revenue Service reminds taxpayers who turned 70½ during 2014 that in most cases they must start receiving… Read more
Retirement Plans Can Make Loans Or Hardship Distributions to Sandy Victims
The Internal Revenue Service announced on November 16, 2012, that 401(k)s and similar employer-sponsored retirement… Read more