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 […]
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 […]
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 […]
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 […]
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 […]
When planning your retirement there is a lot to consider. Most of the usual questions come to mind such as how much to put into a 401k, where to invest, what kind of investments are the best? But have you considered what state to retire in? The state tax laws surrounding retirement income can be […]
Ed Note: We don’t often think this way, but our relationship status is more than just a detail on our Facebook profile – it’s also an important part of our tax forms. Whether you’re single or married can make an impact on the financial benefits you are entitled to, and being single doesn’t always prove […]
Do you need to hire a financial advisor — or can you handle this money situation yourself? Here’s how to know when you need help.
In the third installment of our Women’s Wealth Building series, we turned to some of our favorite financially fit females and asked: What’s your approach to retirement planning?
Baby Boomers, now is the time to read up on your 3 Rs: Reform, Re-Allocation and Retirement.