Browsing: Retirement

With affluent Baby Boomers sitting on loads of cash, intrafamily loans can be a win-win, so long as you pay attention to the tax rules and…

This is a real case and the facts are as reported to us by Wanda (real names changed, of course), the wife of an elder. Wanda…

If you think of your 401(k) plan in the context of how to leverage your retirement savings, think about 401(k) matching. Leverage makes your job as…

I was recently shopping for a sauna and was surprised to see a note from several sellers saying that “your purchases may be HSA eligible,” which…

At the start of 2023, prior year uncertainty and economic turbulence persisted, which caused concerns and market volatility. However, as we approach the end of 2023,…

If you have a big wad in a pretax IRA, sit down with your accountant now. Taxes are likely headed higher. By William Baldwin, Forbes Staff…

North Carolina has a long track record for managing one of the best public pension plans in the U.S. Moody’s Investors Services recently reported that North…

Fandom can both have huge benefits, and deep, deep risk. When investing, it’s best to leave your fandom for other activities. This downside to fandom became…

If you work for a company that offers you a way to leverage your savings, it pays to learn as much as possible about how that…

The tax advantages of a health savings account (HSA) are unique, even better than any IRA or 401(k) plan. As a result, an HSA is like…