How Much Money Do You Need to Retire Comfortably At 60?
How much money do you need to retire at 60? That depends entirely on how much you plan to spend in retirement. Absent a large
Category: Updated for 2024
Should You Take an Early Retirement Package? What to Look for in a Buyout Offer
Deciding whether or not to take the offer of a voluntary early retirement package or buyout from an employer is a big decision. Taking an
What To Do With Excess Cash: 7 Ways to Use Extra Savings
What should you do with excess cash? If you are holding too much cash, consider how to use the extra money to your benefit. If
Rolling Over a 401(k) to a Roth IRA: Should You Convert to a Roth?
Updated for 2024. What are your 401(k) rollover options? You may consider rolling over an old 401(k) to a Roth IRA, which is properly described
Is Tax-Loss Harvesting a Good Idea?
Tax-loss harvesting is the process of selling an investment that has lost value in your portfolio to ‘realize’ the loss for tax purposes. Investors can
Calculating How Much Charitable Donations Will Reduce Taxes
How much charitable giving will reduce taxes depends on what you donate. The tax deductions for charitable giving will vary for donations of cash, stock,
How Do Stock Options Work?
Stock options or awards can be quite complex. But it’s important to understand how stock options work, especially if it’s a big part of your
Do You Pay Tax on an Inheritance?
Do You Pay Tax on an Inheritance? What’s the tax treatment of an inheritance? Depending on what type of asset you inherit, it could be