As you approach retirement, one of the most complex, important, and valuable financial decisions you can make is when to claim Social Security. Here are some key points and considerations to think about as you consider your Social Security benefits.
Whatever your reason for giving this year, it’s important to be intentional. With a little strategic planning, your existing charitable contributions can go further, while creating tax benefits for both you and your chosen charity. A donor-advised fund can supercharge your existing giving. Here's how.
Roth accounts offer tax-free growth and tax-free withdrawals. But these benefits can be hard to come by, especially for high earners. Should you consider a tax-free Roth? We’re discussing what you need to know below.
You've achieved retirement. You put your plan into action without regret, then the world darkens in an economic recession. Are your holdings, hopes, and dreams at risk?
If you have the discipline and cash flow to save more than half of your income each month to put toward an early retirement, FIRE might work for you.
While you may have chosen to save using a traditional retirement account, you have the option to switch to a tax-free retirement account at any time. This switch is called a Roth conversion. Who should consider a switch, and who should stay away? We've got your biggest questions answered.
There are a number of details involved when it comes to maximizing your Social Security benefits. If you're married, it's important to consider your options for both you and your partner.