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Who Can Still Do a Stretch IRA after the SECURE Act: Explaining the Exceptions to the Rule
IRAs

Who Can Still Do a Stretch IRA after the SECURE Act: Explaining the Exceptions to the Rule

Many beneficiaries who inherit IRAs lost a major tax break recently, but five types of people still qualify for this “stretch IRA” benefit. Are you am…
August 3, 2020
6 Money-Smart Ways to Spend Your Stimulus Check
Tax Breaks

6 Money-Smart Ways to Spend Your Stimulus Check

If you don't have to use your stimulus check for basic necessities, consider putting the money to work for you. You'll thank yourself later.
July 30, 2020
8 Money-Smart Ways to Spend Your Tax Refund
Tax Breaks

8 Money-Smart Ways to Spend Your Tax Refund

Since this year's tax deadline was pushed back to July 15, many people just recently filed their tax return. That means there are a lot of tax refunds…
July 17, 2020
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 paying estimated taxes, IRA or HSA contributions, and other deadlines, there's more to do by July 15 than just filing your feder…
July 14, 2020
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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

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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
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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12 Tax Deductions and Credits That Help You Pay for College
Tax Breaks

12 Tax Deductions and Credits That Help You Pay for College

Whether you're saving for college, currently paying tuition, or dealing with student loan debt, there's probably a tax break that can help your bottom…
June 12, 2020
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
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
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
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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
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
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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
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