Changes to Social Security Claiming Strategies
The Bipartisan Budget Act of 2015 included a section titled "Closure of Unintended Loopholes" that ends two Social Security claiming strategies that have become
Filing Your 2015 Federal Income Tax Return
Whether you're preparing your own tax return or paying someone to do it for you, tax season can be a stressful time of year. Make things easier on yourself by pulling
Quiz: Which Birthdays Are Financial Milestones?
When it comes to your finances, some birthdays are more important than others. Take this quiz to see if you can identify the ages that might trigger financial changes.
What are required minimum distributions (RMDs)?
Traditional IRAs and employer
retirement plans such
as 401(k)s and 403(b)s offer
several tax advantages,
including the ability to defer
income taxes on both
Should I delay taking my first RMD?
Your first RMD from a traditional IRA and an employer retirement plan must be taken for the calendar year in which you turn 70-1/2. However, if you're still working, you