Latest
-
Avoid Estimated Tax Payments in Retirement With RMD Withholding
RMDs If you don't need the money to live on, wait until December to take your RMD, and ask the sponsor to withhold a big chunk for the IRS.
RMDs -
Timing Is Everything for Roth Conversions: An Expert's Guide to the Right Strategy
Understanding the nuances of Roth conversions can help you avoid forking over more money in taxes than you need to.
-
Can Both Spouses Collect Social Security Benefits? Quick Facts You Need
Both spouses can receive Social Security based on their individual earnings records and at what age they claim benefits
-
10 Reasons to Leave Your Heirs a Roth IRA
Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years to come. But if passed down incorrectly, your heirs won’t reap the full benefits.
-
Free (or Cheap) College for Seniors and Retirees in All 50 States
retirement Whether it's to complete a degree, gain new knowledge or just for fun, seniors and retirees can go or get back to school "on the cheap."
retirement -
What You Should Know About Spousal IRAs
Without spousal IRAs, you would need earned income to contribute to your retirement account.
-
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.
-
Markets Are Volatile: Here's How Your Estate Can Benefit
Your estate can benefit when markets are volatile using some creative strategies. Here's how.
-
Will RMDs Ruin the 4% Rule for You?
Don't let required minimum distributions (RMDs) rain on your retirement parade.
