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E.g., 12/03/2021
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  | Financial Wellness

Guide to 401(k) and IRA Rollovers

When you switch jobs, one key task is transferring your regular 401(k), Roth 401(k) or another tax-advantaged retirement plan. Here's what to consider.
  | Protection

7 ways to maximize the benefits of HSAs

Health savings accounts (HSAs) are perhaps the most powerful savings vehicles, especially for retirement savings, because of their significant tax advantages. Yet, too many HSA owners don’t reap all the advantages of their accounts.
  | Retirement

The SECURE Act Key Changes and FAQs

These FAQs provide a summary of some of the changes within the SECURE Act. Several of these provisions will require interpretation from the IRS and other agencies. As with all financial matters, you should contact tax and financial professionals as it relates to your own personal circumstances.
  | Financial Wellness

How to manage debt (and still have fun)

Yes, it’s true: spending money is fun. Buying a new TV, treating yourself to a massage, taking a vacation—all of these things can feel, well, awesome. Especially when you’re rewarding yourself for the hard work you do. But going into debt to be good to yourself? That takes a little of the shine off the experience, doesn’t it? Fortunately, it’s possible to enjoy life and manage debt, at the same time!
What does your ideal retirement look like? Living in a tiny place and eating the senior special at 4:30 p.m. every day, or having a comfortable home and eating dinner whenever you want? You can create the easygoing retirement of your dreams if you know how to take full advantage of the perks available within your tax-advantaged retirement plans.
Can you believe over 52 million Americans have over 4 trillion dollars invested in 401(k) accounts? While most understand the mechanics behind the 401(k) – allowing workers to save and invest a portion of their paycheck before taxes are taken out – many are not aware that there are things to think about regarding maximizing your account’s financial security.
Great news for all you retirement savers out there, the IRS says you will be able to contribute more to your retirement accounts in 2019. These changes to individual retirement accounts like 401(k) plans, Traditional IRAs and even Roth IRA are part of the annual inflation adjustments made by the IRS. Larger retirement contribution can mean lower tax bill. Not to mention more income in retirement.
  | Financial Decisions

From pride to fabulous: LGBT financial priorities

While many in the LGBTQ+ community do extremely well for themselves, a large number struggle for basic things like housing and food. Wherever you stand – it is important to be proactive and take steps to make smarter financial decisions.

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