Personal Finance

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Latest Personal Finance News

5 Reasons You May Want to Take Social Security Early

Deciding when to claim Social Security can be one of the most important retirement decisions you’ll make. Delaying your benefits…

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How to Roll Over a 401(k) to a 403(b)

Rolling over your 401(k) to a 403(b) is only an option if you start a job that offers a 403(b)…

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SEP vs. Annuity: Which Is Better for the Self-Employed?

If you’re self-employed, saving for retirement is your responsibility. Two common tools are SEP IRAs and annuities, but they work…

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Can You File Another Tax Extension After October 15?

For most individual taxpayers, the October 15 tax extension deadline is final. Unlike the automatic six-month extension granted in April,…

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Why Does Trump Want Tariffs?

President Donald Trump sees tariffs as a means to reduce trade deficits, encourage domestic manufacturing and address national security concerns.…

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How to Withdraw From Your 401(k) After Age 60

Reaching age 60 is a major financial milestone, particularly when it comes to your 401(k) retirement savings. While you can…

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When Can You Retire If You Were Born in 1959?

If you were born in May 1959, you are turning 66 in 2025. This puts you right at the doorstep…

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Can 401(k) Participants Also Make SEP IRA Contributions?

Many people who contribute to a 401(k) wonder if they can also make SEP IRA contributions. The answer depends on…

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5 Strategies to Convert Retirement Assets Into Income

Saving for retirement is only half the battle. Once you leave the workforce, you’ll need a plan for turning your…

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What Is Earned Income? Examples and How to Calculate

When it comes to taxes and financial planning, you need to know the IRS has different rules for different types…

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