Personal Finance

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Latest Personal Finance News

What You Need To Know In 2024 About A Roth IRA

Many well-meaning people take the benefits of a Roth IRA for granted. With the tax benefits of a Roth IRA,…

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Understanding Safe Harbor 401(k) Rules for Matching

The safe harbor 401(k) is a retirement savings plan that satisfies IRS non-discrimination tests while promoting equitable employer matching contributions.…

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Rollover IRA vs. Roth IRA

With a rollover IRA, you transfer money from a 401(k) or other employer-sponsored account into a new individual retirement account.…

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IRS Continues Focus On Large Partnerships: 3 Items To Watch Out For

In recent years, the IRS has focused its attention and resources on large partnerships. In 2021, the agency launched an…

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Citizens Bank CD rates

Logo by Citizens Financial Group; Illustration by Hunter Newton/Bankrate Citizens Bank has physical bank locations across the Mid-Atlantic, Northeast and…

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Is It Wise to Convert 20% of My 401(k) into a Roth IRA Each Year to Avoid Taxes and RMDs?

With retirement planning and taxes, there are often two ways to look at a question: First, can you do something,…

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JetBlue TrueBlue shopping portal guide

Key takeaways JetBlue’s TrueBlue Shopping lets loyalty program members earn points with the airline for each dollar they spend. Using…

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What Is Thematic Investing? Here Are Some Pros, Cons, And How-Tos

The world is constantly evolving, with technological innovations, demographic shifts, and a growing emphasis on sustainability reshaping the global landscape.…

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The easiest loans to get

Key takeaways If you struggle to get approved for a personal loan or need a loan in a hurry, products…

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Passbook and statement savings rates

You have money questions. Bankrate has answers. Our experts have been helping you master your money for over four decades.…

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