Doing These 3 ‘Wrong’ Things With Your Money? I’m Not Worried
Why a fan of ‘good enough’ investing isn’t losing sleep over these often-criticized financial moves.
Taxes
More on Taxes
401(k) Millionaires: Here’s How to Avoid Going Broke in Retirement
Plus, tips to leverage the SALT deduction and prevent leaving behind a big tax bill.
Retirees: Should You Take RMDs Early in the Year or Wait?
Assessing the pros and cons of 3 main approaches.
Scammed Out of Your IRA? You Could Still Owe Taxes
Missing the 60-day rollover deadline has tax consequences, but IRS relief may be available.
The Investment Account That Makes It Easier to Tap Into Your Money
With their flexibility, tax-saving opportunities, and other advantages, taxable brokerage accounts can be a valuable complement to 401(k)s and IRAs.
Your 7-Figure Retirement Fund Might Not Stretch As Far As You Think. Here’s How to Change That
A million-dollar portfolio no longer guarantees financial freedom. These 8 financial do’s and don’ts will help retirees protect their hard-earned nest egg.
7 Investments That Belong in Your Taxable Account
From municipal bonds to ETFs and individual stocks, these investments can help you keep more of your taxable account’s returns.
Don’t Leave Tax Savings on the Table: How to Conduct a Midyear IRA Checkup
Plus, fund ideas for keeping it simple and striving for capital appreciation.
5 Things to Do Now to Retire in 3 to 5 Years
These retirement planning strategies can give you peace of mind when your countdown is in the single digits.
Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’
Two financial planners share tax-smart strategies for before and during retirement.
25 Top Picks for Tax-Efficient ETFs and Mutual Funds
These funds can help limit tax costs while providing stock and bond exposure.
Understanding Your Federal and State 529 Tax Benefits
A variety of tax incentives and deductions accompany many 529 plans.
529 Plan vs. Taxable Brokerage Account: Why a Hybrid College Savings Strategy May Work Best
The tax advantages still shine, but consider a balanced approach.
Should You Reinvest Dividends? Not Always
Reinvesting dividends can help build wealth over time, but it isn’t always the best move for retirees, concentrated portfolios, or tax planning.
4 Financial Worries to Cross Off Your List
Some concerns belong in the ‘unlikely to happen/deal with it when it actually does’ bin.
You Just Retired (or Are About to). Now What?
Your take-control toolkit involves strategies for spending, investing, Social Security, and taxes.
How the ‘Mega-Backdoor’ Roth Works
Baird Director of Advanced Planning Tim Steffen discusses what high-income heavy savers need to know about this maneuver.
5 Smart Ways to Use Your Tax Refund
These strategies can turn your tax refund into lasting financial progress.
How I Invest My Health Savings Account
Making choices to harness HSAs’ prodigious tax benefits.
6 Tax Tips You Should Start Thinking About Now
Simple questions to ask year-round that can help you keep more of what you earn.
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