If you're taking a required minimum distribution from an IRA, 401(k) or other tax-deferred account and don't need the money ...

With just a few weeks left in 2025, the American Institute of CPAs (AICPA) advises taxpayers to take action and make year-end tax and financial planning moves that can help prepare them for 2026, ...

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 ...

For anyone who's recently opened a Roth IRA, this rule will apply. Simply circle the calendar and start a countdown to avoid ...

1st Chance Finance is thrilled to announce the launch of its unique platform, designed to help parents and guardians open, ...

Proactively reviewing your health coverage, RMDs, and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.

From catch-up contributions to strategic Social Security delays, these tactics can help seniors add $30,000 to $50,000 ...

If the real "American Dream" is being able to retire early without putting yourself in the poor house, how much money do you ...

Tens of thousands of Americans are losing jobs. It doesn't have to ruin you financially. Here are some survival tips.

As December approaches, the countdown to the end of the year means more than just holiday shopping and party plans. It’s also ...

Few Americans Wait Relatively few Americans wait for the maximum benefit anyway. According to a 2024 study by the Bipartisan Policy Center, a Washington, D.C.-based think tank, 29% of Social Security ...

Most states offer at least one tax break to retirees but some exempt multiple forms of retirement income and eight states have no income tax at all.