Latest
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Biden Calls for Doubling of Capital Gains Tax Rate
President Biden wants to increase the capital gains tax rate and the Medicare tax rate to have wealthy people pay a “fairer” share of taxes.
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SECURE 2.0 Act’s Automatic Enrollment Provision: Pros and Cons
The new legislation requires employers to automatically enroll employees in retirement plans like 401(k)s. What are the benefits and drawbacks?
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Long-Term Care Insurance: To Buy or Not to Buy?
Long-Term Care Insurance Should you buy long-term care insurance or save up to self-insure? There are many trade-offs to consider. And, surprise: It doesn’t have to be one or the other.
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Leaving an Inheritance? Is It Better to Give to Kids Now or Later?
Retirees should secure themselves first, and if you’re all set there, then consider a few other things, such as the impact on the kids and tax issues.
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Thinking About Semi-Retirement? What You Need to Know
Whether you need time to rebuild your nest egg, or you want to ease into full retirement, some financial planning can make the transition a smooth one.
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SECURE 2.0 Act Helps Small Businesses Encourage Employees to Save
Enhanced credits for small-business retirement plans, expanded 401(k) options and other provisions support businesses that give their employees a leg up on saving.
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Three Financial Tips for Women’s History Month
Women still face unique economic and social challenges today, so here are some key things to consider that can lead to a more secure financial future.
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Social Security Disability for COVID Long Haulers Explained
social security Social Security Disability Income (SSDI) is available for American workers who are struggling with a disability, including long COVID. Here are some tips on how to apply and what to expect.
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SECURE 2.0 Act Lets Retirees Defer Some Taxes Longer
Here’s how retirees can benefit from changes in required minimum distributions (RMDs), qualified longevity annuities and IRA catch-up contributions.
