Taxes 5/5

Oct 7, 20201 min

7 Important Questions a Financial Plan Can Help You Answer

October is the month for fall colors, a chill in the air, Halloween—and financial planning. Yes, October is National Financial Planning...

Jul 23, 20201 min

Roth IRA Conversions Are Surging. Here’s Why This Savings Strategy Is So Popular Right Now

When the coronavirus sent stocks tumbling in March, it was a perfect time to convert a traditional retirement account into a Roth. But if...

Jul 15, 20201 min

How Does the SECURE Act Impact Saving After Age 70?

According to a recent GALLUP survey, 63% of Americans plan on working part-time in retirement. And I think that makes a lot of sense....

Jul 9, 20203 min

IRS Offers Disaster Relief, Including More Time

Additional time and faster refunds for FEMA-designated disaster areas When the federal government declares a location to be a major...

Jul 2, 20204 min

Ways Taxes Will Eat into Retirement Savings

[From Bob's Library] The Motley Fool 3 Maurie Backman There's a reason workers are advised to save aggressively for retirement. Though...