The difference can be summed up in two words: intraday trading. Unlike mutual funds, ETFs can be bought and sold anytime throughout the day.
Affordability, access to healthcare, climate, and culture are just some of the important factors to consider before moving to another state.
Many are unknowingly saying, “No thank you”.
Many people believe all they need to do for retirement is defer as much money as they can. This is rarely the case.
Depending on your income and household size, you may qualify for federal tax credits, a combination of credits and subsidies, or Medicaid.
There is a way to get a partial deduction for money that will eventually go to your children. A charitable lead annuity trust gifts money to a charity first, and then passes assets to your beneficiaries.
Income earned by one spouse can be used to fund retirement accounts for both spouses.
Thinking of buying a vacation home? Here are some factors to consider before you make your decision.
Don’t overlook these benefits.
And what should you do if you have forgotten to file Form 8606?
Retirees who own their employer’s stock in their 401(k) plan have the potential for huge tax savings using an often-overlooked tax strategy known as net unrealized appreciation (NUA). How does…
An investment option you may not have considered.
Building a tax efficient New Three-Legged Stool successfully takes preparation.
59½? 70½ ? How does the IRS come up with these?
Gains from gold and gains from investments are taxed differently.
IRS tax code treats married people very differently than single people. When a spouse dies, the surviving spouse may often face a drop in income and a hike in income taxes at the same time.
Your after-tax savings also offers tax advantages and other important benefits you may not be thinking about.
You may need to make quarterly tax payments on your capital gains.
What can be worse than expecting to finally get a Social Security raise, only to find out that your net check actually went down due to your income two years ago?
The maturity of the annuity at age 85 may actually be a gift to annuity owners to further contemplate their exit strategy of this tax-deferred investment.