Personal Finance
Latest Personal Finance News
How to Convert a 529 Plan to a Roth IRA
A new opportunity has emerged for families with leftover college savings: converting 529 plan funds to a Roth IRA. Previously,…
Guide to U.K-U.S. Cross-Border Tax Planning
U.K.-U.S. tax planning involves understanding how income, residency and asset ownership are taxed under both British and American law. Dual…
How to Calculate Your Taxable Income: Step-by-Step Guide
Knowing your taxable income helps you make smarter choices about deductions, retirement contributions and how much tax to withhold. It…
Can You Stop Social Security Benefits and Restart Later?
Deciding whether to stop Social Security and restart it later depends on your age and how long you have been…
Who’s Entitled to the Tax Refund of a Deceased Person?
If the deceased was due to receive a tax refund, determining who is entitled to the money is a key…
Cross-Border Tax Planning: A Comprehensive Guide
Cross-border tax planning involves structuring your finances to account for tax laws in more than one country. Whether you are…
What’s the Ideal Age to Retire for Longevity?
Retirement is a major life decision and the timing can affect more than just your finances. While having enough money…
De Minimis: 2025 Trump Changes and Effects on Consumer Costs
The term de minimis refers to a U.S. customs rule that exempts low-value imports—typically under $800—from tariffs. In 2025, the…
401(k) Asset Allocation By Age: Examples and Charts
As you progress through your career, your income investment strategy should evolve to balance growth opportunities with risk management. In…
401(k) Millionaires by Age Group
Becoming a 401(k) millionaire represents a significant milestone in retirement planning. According to recent data, the average age at which…
