Latest
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How To Convert a Traditional IRA to a Roth After 60
retirement You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have taxing consequences.
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How to Organize Your Financial Paperwork for Your Heirs
A guide to organizing your financial paperwork so heirs have any easier time getting affairs in order.
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How to Give to Charity and Also Generate Retirement Income
Two ways to give to charity — a charitable gift annuity and a charitable remainder trust — can save you taxes and generate income.
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Four Myths That Hold Women Back From Financial Success
The financial challenges women face (the gender pay gap, for example) can be compounded by misconceptions. Here’s what to watch for and how to compensate.
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8 Great Places for Snowbirds to Land
These affordable warm-weather cities for snowbirds offer plenty of housing options, abundant activities for retirees and access to good health care.
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Three Ways to Supersize Your Retirement Savings
Don’t underestimate the power of taking advantage of your company’s 401(k) match, catch-up contributions and more.
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The Top 5 Advantages of Robinhood Gold
Sponsored Robinhood Gold can deliver hundreds of dollars per year in benefits. Here are the top five advantages of upgrading to Robinhood Gold.
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How to Appeal the Medicare IRMAA for 2024
Medicare There’s a good chance you can get your IRMAA eliminated or reduced if your income has dropped in the past two years.
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Eight Tips for Managing Fluctuating Income
Your income might not be regular, but your saving, budgeting and financial planning can be. Business experts offer ideas to manage issues associated with fluctuating income.
