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‘I won’t take out a loan’: I need $18K in house repairs. Do I take it from my Roth, 401(k) or IRA?
“I plan to be debt-free in less than two years.” ...
The IRS has released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth conversion strategies.
Roth conversions may not be right for everyone.
If you're going to save for retirement (which you should, since you'll need income to supplement Social Security), you might ...
Like most broad stock-market indexes, the S&P 500 is weighted by market capitalization. Success is rewarded. Stocks of large companies that have performed well tend to make up a large portion of the ...
Dr. Stanley’s advice is that the market value of a home should ideally be less than three times the household’s total annual realized income. Even among the affluent ($1M-$10M+), they tend to stay in ...
From timing Social Security to managing healthcare costs, these smart money moves will help you take control of your ...
All that’s left for the Utah Retirement Plan Exchange to come into existence is the governor’s imprimatur. The Utah Senate on Feb. 20 passed the legislation that would create the new means by which ...
The rules that determine how much of Social Security gets taxed can be confusing, even for the most careful planners. They ...
Right up front, please allow me to state, as I have done before, that I am a huge fan of Elon Musk; he is, in my view, the Michael Jordan ...
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