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The Latest Breaking News on Personal Finance

How to Calculate RMDs (Required Minimum Distributions) for IRAs

Understand when and how to calculate RMDs and avoid stiff penalties from your tax-deferred IRA.

Kiplinger · Jul 27, 2021

Personal finance blogger saves £157 in six months by quitting Amazon

Six months into the challenge and he misses Prime Video but is saving money.

Daily Record · Jul 9, 2021

Industry funds chase super-sized nest eggs

Australian Super believes it will be a monumental achievement if and when superannuation rises to 12 per cent, while Cbus has ambitions for 15 per cent.

AAP · Jul 8, 2021

From analysis to the latest developments in health,
read the most diverse news in one place.

Most-Overlooked Tax Breaks for Retirees and People Over 65

If you're over 65, don't miss out on these overlooked tax breaks for retirees.

Kiplinger · Jul 1, 2021

Billionaire Peter Thiel amasses $5bn tax-free nest egg in retirement account

• ProPublica reveals files on other billionaires’ tax-free savings• Roth IRAs were originally intended for middle-class Americans

The Guardian - US · Jun 24, 2021

How Long Should You Keep Tax Records?

The IRS hasn't gone away — so don’t destroy tax documents until the time limit for an audit runs out, or maybe even longer.

Kiplinger · May 18, 2021

How federal budget superannuation changes could increase your nest egg

Low-income Australians, especially women, stand to benefit from changes to super announced in the federal budget.

ABC News · May 12, 2021

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Social Security Earnings Tests: Five Things You Must Know

If you’re still working and claim Social Security early, your benefits could be reduced, at least temporarily.

Kiplinger · Apr 14, 2021

Six Retirement Killers to Avoid at All Costs

Financial planners see people making these financial mistakes all the time, and they can endanger your retirement. Here's how to get back on track.

Kiplinger · Apr 1, 2021

When Are Estimated Tax Payments Due in 2026?

You make quarterly estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.

Kiplinger · Mar 31, 2021

Required Minimum Distributions (RMDs): Rules, Deadlines, and SECURE 2.0 Changes

Here are some basics to know about RMDs and how these distributions can impact your taxes.

Kiplinger · Mar 4, 2021

The Roth IRA Advantage: 10 Things Every Saver Needs to Understand

A Roth IRA can be a great way to save for retirement, as the accounts have no required minimum distributions and you can withdraw the money tax-free.

Kiplinger · Feb 25, 2021

Nine Things You'll Spend Less on in Retirement

There are at least nine categories that you will spend less on in retirement years.

Kiplinger · Feb 25, 2021

How Are Annuity Withdrawals Taxed?

Annuities offer powerful tax advantages and have a few pitfalls (that are avoidable). Here's how to cut your taxes and avoid surprises.

Kiplinger · Feb 12, 2021

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news in one place.

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Kiplinger · Jan 29, 2021

Traditional IRA Basics: 10 Things to Know to Build Wealth

A traditional IRA can be a powerful retirement-savings tool but you need to understand contribution limits, RMDs, rules for beneficiaries under the SECURE Act and more.

Kiplinger · Dec 9, 2020

10 Tax-Friendly States for Retirees in 2026

If you’re looking for the best states to retire for taxes, you may want to consider one of these most tax-friendly states for retirees.

Kiplinger · Dec 9, 2020

13 States That Don't Tax Retirement Income

Here are the states that don’t tax retirement income. But that doesn’t mean you won’t pay state taxes on other types of earnings.

Kiplinger · Dec 8, 2020

States That Don't Tax Pension Income in 2026

More than a dozen states don't tax pension income regardless of your age or how much money you have.

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news in one place.

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Kiplinger · Oct 30, 2020

Want to Create a Lasting Legacy? Four Issues to Address

To ensure a lasting legacy, you must have a clear plan for how your wealth will transfer, including mitigating taxes and avoiding pitfalls for your heirs.

Kiplinger · May 1, 2020

Whole Life Insurance: A Multipurpose Financial Planning Tool

Here’s how whole life insurance works, along with five key benefits (including savings and tax-efficient inheritance), as well as a few concerns to consider.

Kiplinger · Apr 17, 2020

Dollar-Cost Averaging Into Stocks: How Does DCA Investing Work?

A brief primer on dollar-cost averaging into stocks, the popular set-it-and-forget-it investing method.

Kiplinger · Oct 16, 2019

Ways to Keep More of Your Money in Retirement

No one likes paying taxes, especially once you've retired. So here are some steps to consider now that could help minimize your taxes later.

Kiplinger · Nov 2, 2018

10 Myths About Health Savings Accounts

When you’re choosing a health plan for the year, one option may be a high-deductible plan that makes you eligible to contribute to a health savings account.

Kiplinger · May 10, 2018

How to Keep Lifestyle Creep From Hurting Your Wealth

While it's important to enjoy life when you're doing well, getting carried away could affect your wealth. Here's what you should do to prevent lifestyle creep.

Kiplinger · Jul 27, 2017

10 Things You Need to Know About Health Savings Accounts

If you don’t have many medical expenses now, in the long term you’ll be able to benefit even more from the tax advantages of an HSA.

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