Latest
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Roth IRAs: What They Are and How They Work
Roth IRA A Roth IRA is an individual retirement account that allows tax-free investment growth and distributions, as long as key rules are followed.
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457 Plan Contribution Limits for 2025
Retirement plans There are higher 457 plan contribution limits for state and local government workers in 2025 than in 2024.
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How to Appeal the Medicare IRMAA for 2024
Medicare There’s a good chance you can get your IRMAA eliminated or reduced if your income has dropped in the past two years.
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Is High-Yield Savings Account Interest Taxable?
Savings Accounts Think a high-yield savings account is a good idea? Don’t forget taxes on savings account interest.
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What Is a 403(b) Retirement Plan?
Many teachers and other non-profit workers are offered 403(b) plans, rather than a 401(k). But what is a 403(b)?
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403(b) Contribution Limits for 2024: Good News for Teachers
retirement plans Teachers and nonprofit workers can contribute more to a 403(b) retirement plan in 2024 than they could in 2023.
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SIMPLE IRA: What It Is and How It Works
A SIMPLE IRA allows self-employed and small business owners to contribute funds toward their employees' and their own retirement savings.
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Will the Election Impact the EV Tax Credit?
Tax Credits It’s no secret electric vehicles have become a bit of a political issue. But what does that mean for your EV tax break?
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Can a President Fix Inflation? Here's What Donald Trump Could Do
Inflation has been a thorn in the side of many presidential administrations, but can a president fix inflation? Here's what influence Harris or Trump could have in office.
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5 Stocks to Buy for a Trump Presidency
Donald Trump has reclaimed the White House. These five stocks are set to benefit from a second Trump presidency.
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Lower Your Income So You Can Contribute to a Roth IRA
401(k)s If you're just above the income cutoff (MAGI) to qualify for Roth IRA contributions, these strategies will help you meet it and lower your taxes.
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The Average IRA Balance by Age
Knowing how your IRA balance compares to your peers could be the nudge you need to save more for retirement.
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What's Wrong With Trump's Pledge to End Taxes on Social Security Benefits
Social Security Eliminating taxes on Social Security benefits could impact your finances. Here's what you need to know.
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Trump Tariff Plan: Which States Would Be Hit the Hardest?
Tariffs Donald Trump's campaign proposal would substantially increase prices in as many as 20 states.
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Project 2025 Tax Overhaul Blueprint: What You Need to Know
Election 2024 Some people wonder what Project 2025 is and what it suggests for taxes.
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A Personal Journey Through Cryptocurrency's Ups and Downs
Cryptocurrency investing presents both big opportunities and significant risks.
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Two Consequential Tax Cases You May Not Have Heard About
The Supreme Court's decisions in these cases create uncertainty about challenging IRS regulations and guidance. Expect more litigation to follow.
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SEP IRA vs. Solo 401(k): Which Is Better?
Two retirement plans, the solo 401(k) and SEP IRAs, allow small business owners and the self-employed to save up to $69,000 annually.
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Roth IRA Basics: 10 Things You Must Know
Financial Planning A Roth IRA can be a great way to save for retirement since the accounts have no required minimum distributions and you withdraw the money tax-free.
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SIMPLE IRA Contribution limits are up $500 to $16,500 for 2025. A higher catch-up contribution limit applies for employees aged 60, 61, 62 and 63 in 2025.
simple IRA The SIMPLE IRA contribution limit increased by $500 for 2025. Workers at small businesses can contribute up to $16,500 or $20,000 if 50 or over and $21,750 if 60-63.
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When Is the Next Fed Meeting?
The FOMC is expected to maintain a gradual pace of interest rate cuts at the next Fed meeting.
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SEP IRA Contribution Limits for 2024
SEP IRA A good option for small business owners, SEP IRAs allow individual annual contributions of as much as $69,000 in 2024 and $70,000 in 2025..
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Five Changes Coming to IRAs and 401(k)s in 2025
The 2025 rule changes for Roth and traditional IRAs could mean more money for your retirement. But you have to pay attention to reap the rewards.
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Harris or Trump: Whose Tax Plans Are More Popular with Voters?
Election 2024 A new poll is shedding light on what voters think about election tax policy.
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Six New Tax Credits in Harris' Economic Plan: What to Know
Election 2024 Democratic nominee, Vice President Kamala Harris has proposed several tax breaks.
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Are You an Estate Planning Procrastinator? Where to Start
Quit putting it off, because it's vital for you and your heirs. From wills and trusts to executors and taxes, here are some essential points to keep in mind.
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Write a Book in One Day and Become a Best-Selling Author!
If that sounds like a scam, that's because it is. Online publishing scams entice wannabe authors with big promises for a big price. How to protect yourself.
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Backdoor Roth IRAs: Good for Wealthy Retirees?
Financial Planning A backdoor Roth IRA is a tax loophole that enables wealthier individuals to earn tax-free income. But it's complicated, and how long will that back door remain open?
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How to Open a Roth IRA in 5 Simple Steps
retirement Here's what you need to know in order to open a Roth IRA.
