Turning 73? Here's How to Avoid Required Minimum Distributions Without a Roth Conversion. Required minimum distributions ...

Planning how and when to withdraw money from your retirement accounts can have a big impact on how much of your savings you actually get to keep. This is especially true with 457(b) plans, which are ...

I sat down with Brian Bourgerie from Invest Puerto Rico to talk about the island's allure for entrepreneurs. Brian, a ...

Nobody likes paying taxes. In fact, I've filed for tax extensions the past two years in a row, which is probably why I asked ChatGPT how to (legally) avoid them altogether. The chat AI complied, and ...

Shang Saavedra, founder of Save My Cents and a nationally recognized personal finance expert, has seen this story play out countless times. After helping people navigate financial challenges for more ...

Equity compensation taxes often surprise tech professionals because company withholding rarely covers the full bill. Restricted stock units (RSUs) are taxed as income at vesting (not sale), incentive ...

For families locked into highly appreciated stock that could bring a big tax hit from the capital gains on any sale of the holdings, a so-called upstream gift could offer a solution. But the potential ...

Gold isn't taxed the same way as other investments. Some investors might 'underappreciate the tax implications.' Gold stands out to investors, especially as it hits record-high prices. Gold also ...

Alternative Intelligence (AI) is a growing force in culture. No longer a pie-in-the-sky issue, AI is a helpful tool people can use to manage daily life. A growing area of usage is asking ChatGPT and ...