Search results
I'm Going to Get $2,800 Per Month in Social Security. Can I Avoid Taxes?
SmartAsset via Yahoo Finance· 5 days agoOne of the biggest surprises would-be retirees face when planning their retirement finances is the...
Schwab Recommends These Strategies for Roth IRA Conversions
SmartAsset via Yahoo Finance· 2 days agoBut executing the conversion strategically is key to maximizing the benefits. A recent Schwab...
Do I Need to Worry About the Gift Tax If I Pay $30,000 Toward My Child's Wedding?
SmartAsset via Yahoo Finance· 4 days agoYou’ve been saving for years and now have $30,000 set aside for their big day, which you plan to...
How Tax-Free Municipal Bonds Could Fit Into Your Portfolio
SmartAsset via Yahoo Finance· 2 days agoTax-free municipal bonds are not just a source of investment but also a significant contributor to...
Tax Return Disclosures Avoid IRS Penalties, Ease Or Prevent Audits
Forbes· 5 days agoTax advisers use the term 'disclosure' frequently, and it can sometimes have a negative connotation....
I'm Over 70. What Are the Rules for Cashing Out My IRA?
SmartAsset via Yahoo Finance· 5 days agoAs you age, the rules for withdrawing money from your IRA change. For many years, retirees had to...
Today's 15-year mortgage rates drop while 30-year mortgage rates stay the same | April 30, 2024
FOX Business· 5 days agoThe interest rate on a 30-year fixed-rate mortgage is 7.500% as of April 30, which is unchanged from...
I Have $640k in a 401(k). How Can I Avoid Taxes on a Roth Conversion?
SmartAsset via Yahoo Finance· 2 days agoConverting a 401(k) to a Roth IRA can potentially provide valuable long-term benefits, but it also...
I'm 40, Can I Retire With $1 Million Comfortably?
SmartAsset via Yahoo Finance· 3 days agoRetiring at 40 may sound like a pipe dream. But it's entirely within reach if you save $1 million while working. The key elements for achieving this feat...
What Should I Do with My Roth IRA Once I Retire?
SmartAsset via Yahoo Finance· 4 days agoRetirement typically means shifting your focus from diligently saving your money over the course of years and decades to managing those funds and...