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Roth 401(k) vs. 401(k): Which Is Right for You?
The Roth 401(k) vs. traditional 401(k) decision can mean the difference between higher taxes now or in retirement. It's your choice.
By Adam Shell Last updated
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How to Open a 401(k)
Whether you're starting a new job or have never opened a 401(k) account, it's time! Here's how to open an account in five steps.
By Adam Shell Last updated
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Open Enrollment: Common Tax Mistakes to Avoid
Health Coverage Being aware of tax concerns during open enrollment season can help you avoid potentially costly mistakes.
By Kelley R. Taylor Last updated
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Auto-IRAs: A Smart Boost to Your Retirement Strategy?
Does your state allow automatic IRAs for employees without a 401(k)? It could be a powerful tool for your retirement.
By Brandon Renfro Published
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Protecting Your Financial Health After a Natural Disaster
As you begin to recover, these three tips can help you protect your financial health.
By Rod Griffin Published
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How to Create a Retirement Income Plan to Cover Caregiver Costs
Getting all of your assets to work together is key to having enough retirement income to pay for caregivers and other long-term care needs.
By Jerry Golden, Investment Adviser Representative Published
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How One Caregiver Is Navigating a Loved One's Dementia
She's spent many hours doing research and speaking with other caregivers to find her way to resources designed to help caregivers.
By Marguerita M. Cheng, CFP® & RICP® Published
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How the IRS Taxes Retirement Income
Retirement Taxes It's important to know how common sources of retirement income are taxed.
By Kelley R. Taylor Last updated
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Required Minimum Distributions (RMDs): Key Points for Retirement and Tax Planning
RMDs Here are some basics to know about RMDs and how these distributions can impact your taxes.
By Kelley R. Taylor Last updated
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When Is Cyber Monday?
When is Cyber Monday? And for that matter, what is it? Our guide to the online shopping event.
By Martin Shore Last updated
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When Are Taxes Due in 2025? Tax Deadlines by Month
Tax Deadlines Knowing all the tax deadlines for 2025 can help you avoid costly penalties.
By Kate Schubel Last updated
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Maine Tax Guide
State Tax Maine state tax rates and rules for income, sales, property, gas, cigarette, and other taxes that impact residents.
By Katelyn Washington Last updated
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15 States That Don't Tax Pension Income
Retirement Taxes There are some states that don't tax pension income regardless of your age or how much money you have.
By Katelyn Washington Last updated
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When Will I Receive My First 2025 Social Security Check?
Find out when you can expect your first 2025 Social Security payment and the date you get paid when your scheduled day falls on a holiday.
By Donna LeValley Last updated
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Fan Heater vs Oil Heater - Which is Cheaper to Run?
With so many options to heat the home, and households trying to spend less on energy, we’ve compared which is cheaper to run: fan heater vs oil heater.
By Quincy Williamson Last updated
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New Rules for Retirement Savings Taking Effect in 2025
Many employees will be able to contribute more money to tax-advantaged workplace plans.
By Sandra Block Published
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Is Now a Good Time to Open a Roth IRA?
Think you might want to open a Roth IRA? Roth IRAs offer tax-free growth of your investments and no RMDs, but income limits are low and you have to wait to withdraw earnings.
By Kathryn Pomroy Published
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How Trusts Can Be Used to Protect LLCs From Creditors
Combining limited liability companies with domestic asset protection trusts can achieve maximum asset protection.
By Rustin Diehl, JD, LLM Published
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Financial Planning Tips for Business Owners Raising Kids
BORKs face specific challenges that other business owners don't, so they need a different approach to their financial plans to ensure their family is protected.
By Eric Kleinstein Published
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The 10-Year Rule for Inherited IRAs
Kiplinger Tax Letter The IRS’ interpretation of the 10-year clean-out rule on inherited IRAs can be complicated.
By Joy Taylor Last updated
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How to Find the Best Vanguard ETFs
Investors looking for the best Vanguard ETFs would be wise to follow the philosophy of John Bogle, the asset manager's founder.
By Jeff Reeves Last updated
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Selling Shares? Here's How to Use Cost Basis to Minimize Taxes on Your Gains
Understanding what cost basis is allows you to accurately track the returns on your investments and the tax implications those returns may have.
By Kim Clark Last updated
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What is the 80% Rule in Homeowners Insurance?
The 80% rule in homeowners insurance says to receive full coverage, homeowners must have coverage costing at least 80% of their home’s total replacement cost value.
By Erin Bendig Last updated
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You Could Be a 401(k) Millionaire. Here’s How
Joining the ranks of 401(k) millionaires can be withing your sights with these four strategies.
By Adam Shell Last updated
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Common Estate Planning Mistakes
Have you avoided the eight most common estate planning mistakes? Your family will thank you.
By Daniel Bortz Last updated
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Best Airline Credit Card Bonuses That Come with Free Companion Tickets
We’ve rounded up the two best airline credit card bonuses worth up to $720 to help you rack up miles, earn a companion pass and pay for your next big vacation.
By Ellen B. Kennedy Last updated
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Credit Card Bonuses Up to $1,600 for New Cardholders
Earn up to $1,600 when you sign up for a new credit card. Here are the best welcome offers for new cardholders.
By Ellen B. Kennedy Last updated
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Earn up to $665 With the Marriott Bonvoy Brilliant® or the Marriott Bonvoy Bevy™ cards
Get up to 95,000 bonus points with the Marriott Bonvoy Brilliant® and the Marriott Bonvoy Bevy™ American Express® Card. Plus, get a free night. But should you get this card?
By Erin Bendig Last updated
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Florida Tax Deadline Extension: What You Need to Know
Tax Relief The IRS extended federal tax return file time due to severe storms.
By Kate Schubel Published