Receiving a tax refund is exciting as long as you don't dwell on the fact that it was your money to begin with! Jill Schlesinger of "Jill on Money" shares tips on reducing your withholding if possible and using your tax refund wisely.
Retirement may seem a long way off, but it's important to plan for the retirement you desire.
If you want to succeed in financial planning, you need to use the best-informed, up-to-date, and unbiased sources. Elliot Raphaelson shares his recommendations.
Read Terry Savage's article to discover ways to invest your "chicken money" for the best return.
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.
According to the Education Data Initiative, the average annual cost for public in-state, four-year institutions is $25,707; the cost for out-of-state students who attend public colleges is $44,014; and four-year private colleges come in at an average of $54,501 per year.
Slott says a traditional IRA is an IOU to the IRS, so he believes in looking for alternatives.