The average retired worker receives about $2,071 per month from Social Security in 2026, about $24,850 per year. 1 It often forms the basis of retirees’ income plans and may be the only income source ...
On January 15, 2026, the Internal Revenue Service (IRS) issued Notice 2026-13, which revises the safe harbor explanations that may be used to ...
The Mega Backdoor Roth is a pathway to move nearly $50,000 of taxable investment money into a "tax-free" sanctuary every ...
With appreciation for feedback from Mark Fendrick, Director of the Value-Based Insurance Design (V-BID) Center at the ...
Looking for New Mexico ties to the Super Bowl? The Seahawks roster has an abundance of them ...
Taxes are inevitable, but most people would probably rather not hand over a portion of their hard-earned money to the government. Fortunately, there are plenty of legal ways to lower the amount ...
Ostensibly created to help people save for retirement (IRAs, 401ks), health care (HSAs, FSAs) and college (529s), most of those alphabet-soup accounts are tailor-made for tax avoidance. Roth IRAs are ...
You can still benefit from tax-free withdrawals from your HSA to spend on qualified medical expenses, including Medicare ...
With the One Big Beautiful Bill Act (OBBBA) introducing long term certainty and new deductions, 2026 is an ideal time to take ...
When an IRA owner dies, surviving spouses suddenly inherit more than memories. They inherit a stack of decisions wrapped in IRS fine print.
Once you reach a certain age in retirement, you are typically required to begin withdrawals from your tax-deferred retirement accounts. These withdrawals are known as Required Minimum Distributions, ...
Business Intelligence | From W.D. Strategies on MSN
Nearly 7% of retirees miss required distributions - here's why it matters
Let's be honest, retirement planning already feels overwhelming without worrying about missing critical deadlines. Yet ...
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