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  1. What is a rollover IRA? How to transfer funds from your 401(k) to an IRA and avoid taxes
    Summary List PlacementIf you have an employer-sponsored plan like a 401(k), you might wonder what happens to your money when you leave the job — either for a new gig, to work on your own, or to retire early. A rollover IRA is one alternative. It could be a smart choice if you're looking for more investment options, low
  2. 6 Little-Known Perks of Filing Taxes Jointly
    Welcome to a new year and a new tax season. For married couples, you have the option of filing separately or filing taxes jointly. Which route you
  3. Solo 401(k)s and SEP IRAs: What you need to know
    As an owner of a small business, you have multiple roles to play, and saving for retirement is probably the last thing on your mind. However, with proper planning, it can minimize taxes and help make your business profitable. Solo 401(k)s and SEP IRAs are both tax-deferred retirement savings accounts for small business
  4. I’m Retired. Should I Pay Off My Mortgage?
    It’s 5 p.m. on a Tuesday, and you tune in to a radio show as you sit in gridlocked traffic.
  5. Preparing Your Information for Disaster
    When COVID first hit, like a lot of people, I began to think about my own mortality in a new light. Here was this unknown illness that was striking people down. What if it were to happen to me? What I felt wasn't so much a fear of my own mortality, but worries about what would happen to my family if I were no longer he
  6. Millennial Money: How to tell when money advice is bad
    There are a lot of people out there who want to tell you what to do with your money. The problem is only some of them know what they’re talking
  7. What Is Personal Finance and How It May Help You To Achieve Your Financial Goals.
    Do you aim to become financially secure? Want to keep yourself ready for unexpected bills? Are you working on personal finance to meet your financial
  8. What Is ‘Good’ Debt and How Can It Improve Your Finances?
    Not all debt is necessarily bad. This article explores the concept of “good debt” and how it can work for you
  9. 3 Reasons Retirement Might Not Be as Expensive as You Think
    Retirement is expensive, and many Americans worry about running out of savings. You can minimize this risk with careful planning, but it's impossible to know precisely how much money you will need. If you find this daunting, I have good news. You may not need quite as much money as you think. Here are three factors you
  10. Women Live Longer Than Men: Here's How They Can Avoid Running Out of Money in Retirement
    The dramatic market losses stemming from COVID-19 have many investors thinking about the safety and security of their nest eggs. For women, in particular -- who are more likely to live longer and often have less money set aside for retirement than men -- the financial hit may feel especially stressful. SEE ALSO: 4 Ways