Reminder: Estimated Tax Payments Are Due Tomorrow

Reminder: Estimated Tax Payments Are Due Tomorrow
The deadline for submitting your third estimated tax payment for 2022 is almost here, so get your payments in before it's too late.
16 Dividend Kings for Decades of Dividend Growth

16 Dividend Kings for Decades of Dividend Growth
Dividend Kings are the crème de la crème of dividend growers, and should be top of mind for any investor who puts income stability above all else.
Should I Invest in Bitcoin or Other Cryptocurrency?

Should I Invest in Bitcoin or Other Cryptocurrency?
Maybe. Maybe not. A financial adviser shares the good, the bad, and the ugly about cryptocurrency and how the underlying blockchain technology is pois…
When Is Your First RMD Due?

When Is Your First RMD Due?
If you turn 72 in 2022, you still have plenty of time to take your first RMD. But you might be better off taking it now.
Feeling Insecure About Social Security? You’re Not Alone.

Feeling Insecure About Social Security? You’re Not Alone.
New research reveals the crucial gaps in Americans’ Social Security knowledge that could make a big difference in your retirement income.
WHAT SHOULD YOU DO WITH $1,000?
How to Invest $1,000: Buy Fractional Shares (of Great Companies)

How to Invest $1,000: Buy Fractional Shares (of Great Companies)
Most Popular
Roth Conversions Play Key Role in Defusing a Retirement Tax Bomb
Roth Conversions Play Key Role in Defusing a Retirement Tax Bomb
Investors can do a Roth conversion at any time, but there are three distinct windows of opportunity when the timing is golden for those looking to sla…
September 12, 2022
Your Guide to Roth Conversions
Your Guide to Roth Conversions
A Kiplinger Special Report
February 25, 2021
Investing for Retirement Income Is Different – Rethink 60/40 Rule
Investing for Retirement Income Is Different – Rethink 60/40 Rule
Investors saving for retirement are familiar with the 60/40 rule, concerning stocks and bonds. But for retirees, a different kind of 60/40 rule applie…
September 12, 2022
The Federal Tax Credit for Electric Vehicle Chargers is Back
The Federal Tax Credit for Electric Vehicle Chargers is Back
The Inflation Reduction Act revives the federal tax credit for electric vehicle charging stations and EV charging equipment that had expired in 2021—w…
September 14, 2022
6 RMD Changes We Could See This Year
6 RMD Changes We Could See This Year
Congress is considering two bills that would make major changes to required minimum distributions. Could your RMDs be affected?
September 13, 2022
What If I Retired Today?
What If I Retired Today?
Envisioning three key areas (some of them financial and some of them not!) can help you answer this intriguing question.
September 13, 2022
How to Defuse a Retirement Tax Bomb, Starting With 1 Simple Move
How to Defuse a Retirement Tax Bomb, Starting With 1 Simple Move
There’s an easy and effective way savers can minimize the damage of a retirement tax bomb. It all starts with making one simple shift in your retireme…
September 6, 2022

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DEFUSING A RETIREMENT TAX BOMB
How to Defuse a Retirement Tax Bomb, Starting With 1 Simple Move

How to Defuse a Retirement Tax Bomb, Starting With 1 Simple Move
Using Asset Location to Defuse a Retirement Tax Bomb

Using Asset Location to Defuse a Retirement Tax Bomb
Roth Conversions Play Key Role in Defusing a Retirement Tax Bomb

Roth Conversions Play Key Role in Defusing a Retirement Tax Bomb
BUILDING WEALTH
Feeling Insecure About Social Security? You’re Not Alone.

Feeling Insecure About Social Security? You’re Not Alone.
Should I Invest in Bitcoin or Other Cryptocurrency?

Should I Invest in Bitcoin or Other Cryptocurrency?
Roth Conversions Play Key Role in Defusing a Retirement Tax Bomb

Roth Conversions Play Key Role in Defusing a Retirement Tax Bomb
PODCASTS
Defusing the Retirement “Tax Bomb” with David McClellan

Defusing the Retirement “Tax Bomb” with David McClellan
Car-Buying in an Inflated Market with Jenni Newman

Car-Buying in an Inflated Market with Jenni Newman
How to Find a Job After Graduation, with Beth Hendler-Grunt






