E.g., 10/19/2021
E.g., 10/19/2021
174search results
  | Retirement

8 changes to Social Security in 2018

For 2018, the basic structure of Social Security is the same in terms of how workers are taxed and how benefits are calculated and paid.
Many Americans often look forward to receiving a tax refund. But before splurging on a dinner out or a weekend getaway, consider these steps to put your tax refund to work this year, setting yourself and your family up for long-term financial success.
group of women chatting
Are you looking for new ways to stretch your budget and save on taxes? If so, consider taking advantage of the health savings and/or spending accounts that may be provided by your employer. These tools offer potential tax advantages and savings opportunities.
  | 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.
There's a burgeoning movement spearheaded by millennials called FIRE, which stands for Financial Independence, Retire Early. In numerous blogs, FIRE proponents share stories about retiring in their 30s and the ways to achieve it. Country living, simplicity, leisure, freedom -- here we come.

Pages