Clark Howard Sounds Retiree: A Tax-Trapped Gift Dilemma
A hypothetical retiree with $4.6 million must choose how to gift $125,000 without triggering a heavy tax bill. Clark ...
What Are The Steps In Personal Finance Planning
What are the steps in personal finance planning? Knowing these can help you create a solid foundation for your financial future.
19,956 articles
71-Year-Old Widower Discovers Single Move That Costs Taxes
A 71-year-old widower inherits his late wife’s $890,000 IRA and faces a pivotal choice. Tax experts warn that a singl...
Move That Turns $60,000 RMD Into Zero Taxable Income
A 73-year-old retiree uses a QCD to convert a $60,000 RMD from a $1.6 million 401(k) into zero taxable income, a move...
Bipartisan Commission Eyes Social Security Financing
A new bipartisan proposal would create a formal commission to study the long-term finances of Social Security and Med...
Long Dangerous Heat Wave Roasts America Through July 4th
A long dangerous heat wave grips the central and eastern U.S., pushing temperatures into the 90s and 100s through the...
Highest Bracket, Maxing ROTH Could Backfire in Retirement
A late-career couple in the top tax bracket weighs retirement tax math as Social Security taxation grows. Experts war...
Fixed Income Longer Means a Real Redefinition for Retirees
A brutal 2022 bond selloff upended the notion that fixed income always delivers safety. With inflation stubborn and r...
Why a Full Exit From Cogent Could Matter to Investors
A steep stock drop can force tough choices. This article analyzes why a full exit from Cogent could matter to investo...
Anesthesiologists Pulling Money From Their 401(K)s at 55
A rising retirement tactic is gaining traction among mid-career anesthesiologists: tapping 401(K) balances at 55 to c...
Medicare’s Hidden Cost: $120,000 Roth Conversion Surges Premiums
A retiree’s $120k Roth move triggered Medicare surcharges two years later. Experts say spreading the conversion can a...
No Walkthrough? Problem. This Investor Underwrites Unknown
When a deal comes with no interior walkthrough, the smartest investors lean on data, systems, and creative financing....
Roth Ladder Lets a 55-Year-Old with $1.4 Million Retire
A Roth conversion ladder is drawing renewed interest as a way for a 55-year-old with $1.4 million to bridge to Social...
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