How The IRS Tax Refund Works And What You Can Do To Manage It
Discover the basics of how the IRS tax refund works. Learn strategies for maximizing them and tips on how to use them wisely.
Rolling Over Your 401(k)? Take These 4 Key Steps to Avoid Costly Tax Mistakes
If a participant rolls over ineligible amounts to their IRA, it could create an excess contribution. Excess contributions ...
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Layin’ It on the Line: Roth vs. traditional IRAs – What 2025’s tax changes mean for your retirement
When it comes to saving for retirement, the Roth and traditional IRA are like two sides of the same coin. Both offer powerful ...
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Traditional IRA Withdrawal Rules Made Simple
Depending on your age and other factors, you might face a penalty if you tap into your IRA early. Find out when early ...
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Roth IRA vs. traditional IRA: Which is better for you?
Traditional IRAs offer the potential for tax deductibility in the present, while Roth IRA contributions are made with ...
What to do if you contributed too much to your IRA last year
Contributing to an IRA is a smart move for retirement savings, but if you accidentally put in more than the IRS allows, you ...
How to get FIRE’d: Financially independent, retired early
There’s a whole movement behind FIRE, where followers live frugally and save dutifully in an effort to retire before age 65 ...
Worried About Your Tax Bill? Try This to Save Money and Boost Your Retirement Savings
Tax season is upon us once again, and while many Americans can look forward to a refund in the coming weeks, that's not the ...
My Roth IRA stock is down. Is there any way to harvest the loss?
Or, you could sell the stock within the Roth and redeploy the funds to something you think will do better. You won't be able to take any loss for tax purposes, but you could stop the bleeding. If you ...
4 Reasons the Roth IRA Might Be the Best Retirement Account Ever Created
Choosing the wrong account for your retirement savings can really cost you. Find out why a Roth IRA might be your best option ...
You may still be able to slash your taxable income by up to $17,300 before filing — here's how
As with an IRA, you have until April 15 to make a 2024 contribution. For the 2024 tax year, individuals can contribute up to ...
Want to retire early? Here’s how to calculate your FIRE number
Early retirement isn’t exclusively for the rich. Many people use a couple of key calculations to determine how much money ...