Confused about Social Security and IRA benefits under certain life circumstances? Find answers from The Savings Game.
Retirees are surprised to dind as much as 85% of their Social Security benefits could be taxable., depenings on their amount of provisional income, which includes half of their Social Security benefits plus other sources that contribute to adjusted gross income (AGI), such as wages, dividends, and capital gains.
There are penalties for not taking required minimum distributions from IRAs, but there is more to the story than that. Elliot Raphaelson shares advice on the RMD rules in "The Savings Game: What to do about missed RMD, and other reader questions" in The Buffalo News.
Schwab and TD Ameritrade continue to make great progress on the integration of the two firms, with an anticipated transition date of September 5, 2023.
The sudden collapse of SVB Financial, a California-based bank focused on technology startups, has raised important questions about the health of the U.S. banking system and the government's response to yet another crisis in the financial sector.
Federal income tax refunds are often the largest single check that some people receive. The safest and quickest way to receive this tax season’s refund is through direct deposit.
Helping others is great, and helping yourself is always good as well, so why not do both at the same time? Integrate these five strategies into your financial plan, and you can.
Retirees who are looking to shrink their square footage should carefully consider the kind of life they want to lead. Moves are rarely for purely financial reasons, and unexpected expenses can crop up.