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Three Ways to Create a Stronger Income Plan for Retirement
Rather than despairing over a lack of retirement savings, try to focus on what you can do to help ensure a more confident retirement for you and your spouse.
By Tyler Jones Published
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How Much Is the Child Tax Credit for 2024?
Tax Credits The refundable amount of this tax break is slightly higher for the 2025 tax filing season. Here’s what you need to know.
By Gabriella Cruz-Martínez Last updated
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Understand These Hobby Loss Rules to Reduce IRS Audit Risks
The Tax Letter The IRS will scrutinize tax returns reporting large losses from any activity that sounds like a hobby. Here is what you need to know.
By Joy Taylor Published
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Can a President Do Anything to Fix Inflation?
Inflation has been a thorn in the side of many presidential administrations, but how much impact does the commander-in-chief have over price growth?
By Charles Lewis Sizemore, CFA Published
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Where the Ultra-Wealthy Retire
Luxury retirement communities for the ultra-wealthy are springing up in the U.S.
By Eileen Daspin Published
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Why Do You Feel So Poor?
Many Americans believe they are worse off than they were before the pandemic, but the truth is that economic conditions are pretty good right now. So what's up?
By Neale Godfrey, Financial Literacy Expert Published
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Three Strategies to Cut Your Taxes in Retirement
All that money in your tax-deferred retirement accounts? Uncle Sam is going to want his cut, so here's how to prepare for that.
By Michael Miller Published
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How to Manage Longevity Risk in Retirement
Longevity risk is the downside of our longer life expectancies. Here's how to make sure your money lasts.
By Jacob Schroeder Published
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How to Calculate RMDs (Required Minimum Distributions) for IRAs
required minimum distributions (RMDs) Understand when and how to calculate RMDs and avoid stiff penalties from your tax-deferred IRA.
By Kathryn Pomroy Last updated
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Ransomware: What Is It, and How Can We Prevent It?
Understanding ransomware is the first step in preventing it.
By Clay Bethune Published
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What You Should Know About Annuities
What to know about annuities, which are seen as a reliable source of retirement income.
By Elaine Silvestrini Published
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Want to Travel in Retirement? Here's What to Know
Travel in retirement is a dream for many people. Here are 12 tips to make the reality of it more enjoyable.
By Daniel Bortz Published
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Seven Ways to Manage Your Financial Stress
If your finances are stressing you out, you're not alone. Start here to find out how to deal with your financial stress one step at a time.
By Anthony Martin Published
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How to Roll Over Your 401(k) Without Costly Regrets
Rolling your 401(k) over to an IRA the wrong way could cost you big-time in taxes and penalties. It’s worth it to consult a professional first.
By Pam Krueger Published
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Are You Tempted to Drop Your Homeowners Insurance?
Here's why that would be a really bad idea, even if your home is paid for, along with some suggestions for how to make paying your premium more palatable.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS Published
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Two Five-Year Rules for Roth IRAs
Kiplinger Tax Letter It’s vital to know when the five-year clock starts for tax-free and penalty-free earnings.
By Joy Taylor Last updated
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Chase Ink Business Card $900 to $1,125 Bonus Offer
Last Call: This Chase Ink business card offers a 90,000 bonus point intro offer and choice perks. The Ink Preferred card also provides choice perks, like travel insurance.
By Ellen Kennedy Last updated
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Ten Tax Breaks for Homeowners and Home Buyers
Homeownership Owning (or buying) a home is expensive. But there are some tax breaks for homeowners that can help you recoup some of those costs.
By Rocky Mengle Last updated
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What to Do About Bonds Now: A Fresh Look at Fixed Income
With interest rate cuts on the horizon, now is the time for investors to shift to longer-term fixed-income securities to lock in higher yields.
By Adam Lampe Last updated
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13 Money-Saving Travel Tips for Retirees
travel Globetrotting in your golden years doesn't have to cost a fortune. Here are some ways to cut down on your travel expenses.
By Jackie Stewart Last updated
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A 10-Year Retirement Planning Checklist
Keep this ten-year retirement planning checklist on hand as you navigate saving, investing and other retirement decisions. You'll be in great shape when you leave your working life behind.
By David Rodeck Last updated
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Retirement Calculator: How Much Do I Need to Retire?
retirement planning Our Retirement Calculator estimates the future value of your retirement savings and determines how much more you need to save each month to reach your retirement goal.
By Ellen Kennedy Last updated
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Nine Ways to Make Paying Off Debt Less Intimidating
With a bit of knowledge and a plan, you can find your way to financial freedom.
By Kiplinger Advisor Collective Published
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10 Things You Should Know About Ageism and Age Discrimination
Ageism and age discrimination are prevalent in many different spaces. Here's what to know about it.
By Yvette C. Hammett Published
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Five Reasons Some Financial Planners Avoid Tax Planning
They might not be allowed to do it at their company, but they also might not be willing to commit the time or are more focused on compensation. Here's how to make sure you're covered.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Benefits of Permanent Life Insurance in Your Estate Plan
Liquidity and tax-free benefits can bring peace of mind to policyholders, and the healthier and younger you are when you get it, the better.
By Rich Guerrini Published
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Pension Mistakes Can Last a Lifetime: How to Avoid Them
Which pension option is right for you? To avoid costly mistakes, here are four key factors to consider.
By Craig J. Ferrantino, Certified Financial Fiduciary®, CWS® Published
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Are You Rich? U.S. Net Worth Percentiles Can Provide Answers
personal finance See the U.S. net worth percentiles and what Americans think is the magic number for them to be considered rich.
By Neale Godfrey, Financial Literacy Expert Last updated
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How to Cut Your Auto and Home Insurance Bills This Year
Protecting your car and home with insurance is getting a lot more costly. Use these tips to minimize the pain of rising premiums.
By David Rodeck Last updated