Learn about the IRS’s new Code Y for reporting Qualified Charitable Distributions (QCDs) from IRAs, effective in 2025.

Caring for a child or parent can mean a drop in income and a lower tax bracket. Why not take advantage by moving money into a ...

A backdoor Roth IRA refers to a method that allows individuals, particularly high earners, to contribute to a Roth IRA despite income limits that typically prevent direct contributions. By first ...

In the realm of retirement planning, the backdoor Roth IRA stands out as a clever strategy for high earners seeking tax-free income during retirement. However, its advantages extend beyond personal ...

If you’ve ever searched “Roth IRA interest rates,” you’re not alone — but here’s the truth: Roth IRAs don’t pay a set interest rate. Instead, your returns depend entirely on what you invest in, ...

A Roth IRA conversion lets you move money from a traditional IRA or 401(k) into a Roth IRA. You’ll pay taxes on the amount you convert now, but you’ll gain tax-free growth and withdrawals later in ...

Roth conversions, if done right, can lower your tax bill over your lifetime. But be careful. Roth conversions pose traps, and the unwary can easily get caught. Here are eight factors to consider in ...

Getting married is a major life milestone that brings new opportunities—and new responsibilities—for your finances. If you’re newly married or planning to tie the knot, it’s important to understand ...

Marc Rogers, Founder/CEO of Producers Prospect, is a financial advisor, coach and industry leader with over 20 years of experience. Saving for retirement is like climbing Mount Everest. The ascent ...

I’m furloughed due to the government shutdown. I’m a civilian employee in my late 40s who is reporting for duty and not being paid. Given the unknown length of the government shutdown, I’m trying to ...

KARNY M (T8606/1980 ) FORM JJJ NOTICE OF INTENTION TO APPLY FOR A CERTIFIED COPY OF A LOST / DESTROYED TITLE DEED Notice is hereby given in terms of Regulation 68 of the Deeds Registries Act, 1937, of ...

Christian Allred has been a professional writer since 2020. He's written for some of the industry’s top brands and publications, including Rocket Mortgage, PropStream, Propmodo, and CRE Daily.