Personal Finance
Latest Personal Finance News
How to Build an Investment Plan for Retirement: Examples
Whether retirement is decades away or just around the corner, knowing how to build an investment plan for retirement is…
Billionaire Richard Li’s Insurer FWD Refiles For Hong Kong IPO
Hong Kong billionaire Richard Li’s insurer FWD Group announced Monday it has refiled an application to list on the Hong…
What Happens If You File an Extension But Owe Money?
Filing an extension can give you extra time to complete your tax return, typically pushing the deadline from April to…
How to File for a Tax Extension in All 50 States
Filing a state tax extension can provide extra time to prepare and submit your state tax return if you miss…
Can You Deduct Property Taxes on Your Tax Return?
When tax season rolls around, homeowners often wonder if property taxes are deductible on their tax returns. The answer is…
Can You Roll Over a 401(k) Into a 403(b) Account?
The IRS does permit rollovers between these 401(k) and 403(b) plans, allowing you to consolidate retirement savings when appropriate. However,…
10 Examples of Taxable and Nontaxable Income
Understanding what counts as taxable income and what does not can significantly impact your financial planning and tax obligations. The…
When Does the RMD Age Go Up to 75 Years Old?
For retirement savers preparing for required minimum distributions (RMDs), recent legislation has brought significant changes to the timeline. The SECURE…
Can You Reinvest Your RMD into a Roth IRA?
Reinvesting a required minimum distribution (RMD) into a Roth IRA isn’t allowed directly, since RMDs are considered taxable income. However,…
We’re in Our 70s With Our Home Paid Off and $350k in IRAs. Can a Nursing Home Take Any of It?
A nursing home cannot unilaterally take your assets or property, even if you are staying there. Nursing homes have the…
