Consider These Two Common Strategies to Optimize Your Taxes
Roth IRA conversions could reap significant savings, and tax-loss harvesting can offset capital gains taxes on winning investments.
Retirement Planning
Happy 88th Birthday, Social Security! Celebrate By Not Making These Three Mistakes
As Social Security commemorates its 88th year, here are a few things to keep in mind when you start thinking about claiming benefits.
401(k) Gender Gap: Women Save Way Less for Retirement Than Men
The average 401(k) account balance for men is 50% greater than that of women, according to a Bank of America report.
1 in 5 Boomers Are Putting Retirement Off Because of Recession Concerns
About 70% of baby boomers are worried about a potential recession, with 22% planning on delaying their retirement.