Latest
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Five Next-Level Questions to Ask a Prospective Financial Planner
These questions go beyond the basics and may actually help you decide whether a particular financial planner is right for you.
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Taxes in Retirement: How All 50 States Tax Retirees
Retirement Taxes Find out how 2024 income taxes in retirement stack up in all 50 states plus the District of Columbia.
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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 Conversions: The Case for and Against Them
Roth IRAs Have you been tempted to jump on the Roth IRA conversions bandwagon? Check out the pros and cons to see if they make sense for you.
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Social Security and Your Taxes: Five Things to Know
Social Security The Social Security COLA is just one aspect of your benefits that can impact your taxes.
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Five Ways to Fund Medicare Part A
The Tax Letter Higher taxes can help stave off the projected 2036 insolvency of Medicare's Hospital Insurance trust fund.
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The Average 401(k) Balance by Age
Knowing how your 401(k) balance compares to your peers could be the catalyst to save more.
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Worst Places to Retire in the U.S.
Whether it reflects the quality of life, quality of healthcare or affordability, Kentucky ranks last as a retirement destination on WalletHub's 2024 survey.
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Best Places to Retire in the U.S.
Whether it's warmer weather, quality healthcare or a low tax burden, Florida ranks number one as a retirement paradise.
