Are you saving enough for retirement? Read about target savings rates and see our strategies for closing the retirement savings gap so you can achieve financial independence.
The question of where to live in retirement is a very personal decision and the right answer will depend on many factors.
Are Qualified Charitable Distributions (QCD) Permitted from SEP IRA, SIMPLE IRA, 401(k) or 403(b) Accounts?
Qualified Charitable Distributions (QCDs) can be given from some accounts other than IRAs to eliminate tax on donations. Learn how to plan effectively to minimize future tax liability.
Understand how the IRS differentiates between these investments when planning how to use the property personally.
Social Security gives workers the option to take benefits anytime between the ages of 62 and 70, and it offers some incentives to those who are willing to wait. Waiting…
Concierge medicine1 is a type of doctor/patient relationship in which patients pay an annual retainer fee to their doctor in exchange for more personal care. The doctor can then limit their…
Special purpose entities in PA allow individual donors to participate in tax credits previously only available to businesses.
Gifting through a Qualified Charitable Distribution can be one way to keep the tax benefits of a donation. Learn about the rules and benefits of QCDs.
Managing an investment portfolio efficiently requires knowledge of income taxes and your tax bracket specifically.
Surveys consistently report that about half of all American households are not saving enough for retirement. Lawmakers are acting to address this issue.
Not wanting to be poor when I grew up, I decided the best course of action was to study people who had money. This fascination set me on a lifelong course of studying wealthy and successful people.
We all start out life by working for money. The goal should be to put some of the money we work for aside regularly and invest it.
One of the most important retirement planning decisions to make will be deciding when to draw Social Security benefits. It is a difficult decision in general because there are a lot of factors to consider.
You only need to look at historic returns for equities to see that this has been true. Yet it appears that despite this evidence, whenever the equity market is falling, many investors start selling.
What happens when the paychecks stop, and retirement begins? It is one of the most pressing questions we hear from people approaching retirement.
When changing jobs, you may have choices to make about your retirement money. The choices will depend on your age and the type of plan you are in, as well as the rules of the plan.
Filing status is especially important because it determines, in part, the tax rate applied to taxable income, the amount of the standard deduction, and the types of deductions and credits available.
Complexity abounds with respect to a RSU or option decision.
The government encourages retirement savings by allowing taxpayers to make qualified contributions to retirement accounts on a tax-deferred basis.
When investors take a step back and view the stock market over a long period of time, we observe that bear markets are a natural occurrence in the never-ending market cycle.