Retirement
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When you look ahead a decade (or three) what do you see? Launch your future with a vision—then learn how to fund it. We can help.
Articles
Does Your CPA Pass the Quarterly Tax Test?
Ten years ago, business lawyer Nina Kaufman went from running her own shop to joining a limited-liability partnership. She was thrilled…until April 15 arrived, and with it, a $20,000 tax bill. Turns out, she should have been paying quarterly... ➡
What Does "Max Out" Mean?
Maxing out your IRA or 401k simply means that you contribute the maximum amount allowed in a given year. What you really want to know is why maxing out makes a difference, right? Right. Let’s say you contribute $2,500 to an IRA every year, for... ➡
We Put Mobile Tax Apps to the Test
Too glued to your smartphone to sit down and do your taxes? We tried out two free tax filing apps for you: SnapTax by TurboTax No kids, real estate, or investment income? SnapTax will help you “magically” file a 1040EZ using a snapshot of your... ➡
New Rules Could Save Your Retirement
Is your retirement plan costing you too much? Upcoming federal regulations about 401k fee transparency could change that—and you can help. Keeping expense ratios low is critical for women, who tend to live longer than men and thus need to be... ➡
Your Resolution Takes Shape with OpenSky
From Our PartnerSponsored Post Quick: What’s the #1 New Year’s resolution every year? Did you guess “losing weight”? Ding ding ding!Here’s your prize: The opportunity to boost your own chances of success, thanks to expert-selected health and... ➡
Take Advantage of the Spousal IRA
One of the scary things when you aren't working (besides covering the bills) is the fear of falling behind in your retirement. Enter the spousal IRA. If you're married and filing jointly, this option basically enables your working spouse to... ➡
Make 2012 the Year of Investing
From Our PartnerSponsored Post Ditch the same old half-baked, never-gonna-happen New Year’s resolution—and commit to accomplishing clear-cut investing goals in 2012. It can actually be … drum roll, please … simple. Skeptical? Get this: When you... ➡
Harvest Time for Taxes
The stock market may be surging today, but it hasn't exactly been a banner year for investing. If your portfolio is showing more red than a Valentino runway show, don’t get mad, get tax-savvy. Selling investments at a loss can generate a nice tax... ➡
