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12 Tax Deadlines for July 15 (It's Not Just the Due Date for Your Tax Return)
tax deadline

12 Tax Deadlines for July 15 (It's Not Just the Due Date for Your Tax Return)

Between due dates for IRA or HSA contributions, paying estimated taxes and other deadlines, there's more to do by July 15 than just filing your federa…
July 10, 2020
Saver's Credit: A Retirement Tax Break for the Middle Class
Tax Breaks

Saver's Credit: A Retirement Tax Break for the Middle Class

Your retirement contributions could be the key to a lower tax bill.
July 9, 2020
Retirees Get Another Break with Expansion of RMD Waiver
required minimum distributions (RMDs)

Retirees Get Another Break with Expansion of RMD Waiver

The CARES Act cancelled "required minimum distributions" for 2020...and the IRS just expanded that relief to help more seniors and give more time to u…
June 24, 2020
Tax Changes and Key Amounts for the 2020 Tax Year
tax law

Tax Changes and Key Amounts for the 2020 Tax Year

Americans are facing a long list of tax changes for the 2020 tax year...and it's never too early to start thinking about next year's return.
June 22, 2020
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12 Ways to Get Your Retirement Plan Back on Track
retirement planning

12 Ways to Get Your Retirement Plan Back on Track

If your financial situation hits a rough spot, there are a number of things you can do to get your retirement plan moving in the right direction again…
June 19, 2020

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RMD Waiver + Stimulus Check = Tax Credit
retirement

RMD Waiver + Stimulus Check = Tax Credit

For seniors who got a stimulus check of less than $1,200, not having to take a required minimum distribution from their retirement accounts this year …
June 6, 2020
Retirees Get a Break on IRA Distributions
retirement

Retirees Get a Break on IRA Distributions

The IRS is expected to come out with additional guidance, but here’s what we know so far.
June 4, 2020
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The Stock-Bond Shuffle of Asset Location
investing

The Stock-Bond Shuffle of Asset Location

It's a well-used strategy to help minimize taxes. Take a look at how it works.
June 4, 2020
8 Money-Smart Ways to Spend Your Tax Refund
tax refunds

8 Money-Smart Ways to Spend Your Tax Refund

Since this year's tax deadline was pushed back to July 15, many people haven't filed their tax return yet. That also means there are a lot of tax refu…
June 2, 2020
Gifts for Grads to Build Good Money Habits
college

Gifts for Grads to Build Good Money Habits

Today’s graduates aren’t destined to share the same fate as past generations, so it’s important for them to ramp up their money skills.
May 13, 2020
5 Ways to Better Optimize Your Finances
retirement

5 Ways to Better Optimize Your Finances

Small changes can help you do the best possible with what you have. Here are some tweaks to consider making to your financial life.
May 13, 2020
Roth IRA Conversions are on Sale
retirement

Roth IRA Conversions are on Sale

Many retirement savers can get an extra-good deal on Roth conversions right now. Here's why.
May 12, 2020
10 Things Social Security Recipients Need to Know About Their Stimulus Check
social security

10 Things Social Security Recipients Need to Know About Their Stimulus Check

It's especially difficult for Social Security recipients to learn the ins and outs of stimulus checks, since there are several special rules that only…
May 9, 2020
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9 Ways to Raise Cash Quickly
savings

9 Ways to Raise Cash Quickly

The $2 trillion coronavirus stimulus package is providing a $1,200 check for millions of Americans.
May 6, 2020
Economic Aid for Millennials: Stimulus Checks, Student Loan Relief and More
savings

Economic Aid for Millennials: Stimulus Checks, Student Loan Relief and More

The coronavirus pandemic is killing our economy, and millennials are being hit particularly hard.
May 6, 2020
10 Questions Retirees Often Get Wrong About Taxes in Retirement
retirement

10 Questions Retirees Often Get Wrong About Taxes in Retirement

You worked hard to build your retirement nest egg. But do you know how to minimize taxes on your savings?
May 1, 2020
5 Retirement Lessons Learned From the Great Recession
recession

5 Retirement Lessons Learned From the Great Recession

The Great Recession of 2007-09 turned retirement dreams into nightmares.
April 17, 2020
5 Ways This Recession Hits Retirees Particularly Hard
Retirement

5 Ways This Recession Hits Retirees Particularly Hard

April 15, 2020
6 Money-Smart Ways to Spend Your Stimulus Check
spending

6 Money-Smart Ways to Spend Your Stimulus Check

The $2 trillion stimulus package agreed upon by lawmakers and the White House will, among other things, provide a direct payment of $1,200 to millions…
April 15, 2020
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6 Money-Smart Ways to Spend Your Stimulus Check Money
taxes

6 Money-Smart Ways to Spend Your Stimulus Check Money

Millions of Americans will start receiving checks for up to $1,200 per person this week, part of the $2 trillion stimulus package enacted in March to …
April 14, 2020
16 Retirement Mistakes You Will Regret Forever
retirement

16 Retirement Mistakes You Will Regret Forever

From saving too little to claiming Social Security too early, there are plenty of ways retirees -- and those planning for retirement -- can sabotage t…
April 10, 2020
Why Retirees Should Care about the CARES Act: How to Maximize Coronavirus Stimulus Package
IRAs

Why Retirees Should Care about the CARES Act: How to Maximize Coronavirus Stimulus Package

The government's $2 trillion stimulus bill has something for pretty much everyone. Here's how retirees are affected and some steps to consider to make…
April 8, 2020
The Deadline for Your First RMD Is April 1
retirement

The Deadline for Your First RMD Is April 1

Time is running out if you turned 70½ in 2019 and haven't yet withdrawn funds from your retirement account.
April 6, 2020
How Much Can You Contribute to a Traditional IRA for 2019?
IRAs

How Much Can You Contribute to a Traditional IRA for 2019?

The IRA contribution limit is $6,000 for 2019. If you are age 50 or over, you can contribute an extra $1,000 as a catch-up contribution.
April 4, 2020
The 25 Best Low-Fee Mutual Funds to Buy in 2020
mutual funds

The 25 Best Low-Fee Mutual Funds to Buy in 2020

They key to building wealth long-term is buying high-quality (but low-fee) mutual funds run by seasoned stock pickers who have skin in the game. Here …
April 2, 2020