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Martin Lewis warns 'biggest mistake' pensioners can make that can cost thousands
Daily Express· 4 days ago"If you're still working and in a higher tax bracket, this could lead to substantial tax payments."...
Brighthouse Financial (NASDAQ:BHF) Upgraded at Keefe, Bruyette & Woods
ETF DAILY NEWS· 6 days agoBrighthouse Financial (NASDAQ:BHF – Get Free Report) was upgraded by research analysts at Keefe, Bruyette & Woods from an “underperform” rating to a “market perform” rating in a research report ...
Kohler to pay $2.45 million to settle lawsuit claiming it shortchanged certain retirees
Pensions & Investments· 2 days agoKohler Co. has agreed to pay $2.45 million to settle a complaint by pension plan participants that the company underpaid married retirees by using out-of-date mortality tables in calculating ...
Here’s How Much Joe Biden Is Worth
Forbes· 1 day agoJoe Biden’s net worth has stalled out at an estimated $10 million. The president’s wages are also stuck in place–he earns $400,000 a year, the same...
I’m confused: Pay tax now or later on retirement savings? And from what funds?
Market Watch· 23 hours agoThe theory is to use nonretirement funds to pay the taxes on the rollovers and let the Roth continue...
EP Wealth Advisors LLC Takes $521,000 Position in Security National Financial Co. (NASDAQ:SNFCA)
ETF DAILY NEWS· 4 days agoEP Wealth Advisors LLC purchased a new stake in Security National Financial Co. (NASDAQ:SNFCA – Free...
Jackson Financial Inc. (NYSE:JXN) Shares Sold by B. Riley Wealth Advisors Inc.
ETF DAILY NEWS· 4 days agoB. Riley Wealth Advisors Inc. trimmed its stake in shares of Jackson Financial Inc. (NYSE:JXN – Free Report) by 14.2% during the fourth quarter, HoldingsChannel reports. The fund owned 35,212 ...
Inflation Relief: Here’s How a 2% Rate, Expected in 2025, Would Help Your Wallet
GOBankingRates via Yahoo Finance· 7 days agoInflation has cooled down, albeit being still stubborn and showing signs that its deceleration will...
Retirees: How to Qualify for a Mortgage Without a Paycheck
TheStreet.com· 6 days agoTraditional mortgage requirements can feel daunting in retirement. Discover two alternative methods!
U.S. Officials Sound the Alarm, Advising People Not to Fall for $600 Scam Targeting Social Security...
Benzinga via Yahoo Finance· 3 days agoSocial Security scams have been prevalent for years, but this latest one has caught the attention of...