Tag: Retirement

Social Security Benefits – How Much Is Taxable?

Ed note: It’s one of the most frequently asked questions on our social media channels – “Are my social security benefits taxable?” Like so many things with taxes, the answer is a variation of “it depends.” Leer en español. All social security benefits, whether in the form of retirement benefits, survivor benefits or disability benefits, […]

Job Expense and Other Deductions for New (and Not-So-New) Graduates

Ed note: Finishing college might be one of life’s most bittersweet moments. No longer will you be just five minutes away from your few thousand closest friends. No more sharing meal plan points. No reason for all-night cramming sessions before a test. Ok, maybe that last one is good news. We also have more good […]

Smart Ways to Spend Your Tax Return

Ed note: For many Americans, a tax refund is their largest single financial transaction in a year. So what you do with that money can be very important. Contributor Carrie Smith looks at some of the most common, and some of the best, ways to spend it. Leer en español. Have you filed your taxes and […]

In Your Late 20s? Here’s Where Your Finances Should Be

Ed note: When it comes to money in your 20s, you may just be thinking: how do I get more? Meg Favreau of Wisebread tackles realistic ways to manage your finances and get on the path to success. Leer en español. If you’re in your mid-to-late 20s, it might feel like all personal finance information is […]

Taking the Plunge – Married and Managing Finances Together

Ed note: After you walk down the aisle, there are a slew of decisions you have to make as a new married couple. One of the trickiest may be whether you keep your finances separate or not. Our newest contributor Savvy Financial Latina shares a glimpse inside her experience and provides some questions to consider. […]

Tax Questions, Answered: Retirement Accounts

Ed note: There’s more to a retirement account than just opening one and forgetting about it. As you make changes over the years, there may be tax issues to consider. Today we have Kevin Martin, from the Tax Institute, answering your questions about Roth IRA conversions, 401(k) accounts, and rollovers. Roth IRA Conversions Question: I would […]

President Announces MyRA in State of the Union Address

Ed note: At H&R Block we are always keeping on top of tax law and new financial policies, so of course we paid close attention to the President’s speech last night. Here’s a few details on a new retirement account he proposed. The annual State of the Union address. It’s a lot of clapping, a […]

Budgeting: The Most Important Move To Make in 2014

Ed note: Impulses are hard to keep in check. Is it better to spend $3 on coffee now, or bank it to my savings account? David Ning helps us get a little perspective. The start of the year is when everybody gets all fired up and declares a goal they want to accomplish. Getting out […]

Top 3 Numbers to Work on For Financial Success

Ed note: There are dozens of financial metrics you could monitor and analyze. But if you’re really just looking to get yourself onto solid footing, start with these simple suggestions. Like it or not, we can’t escape from numbers. When we are young, our test scores and GPA determine what schools we get into. When […]

Are You Financially Prepared for 2014?

Ed note: No pressure, or anything, but have you thought about how to improve your financial situation in 2014? Meg Favreau of Wisebread shares a few ways to tackle this common New Year’s Resolution. Getting your finances in order is a great New Year’s Resolution – but you won’t succeed unless you break that goal down […]