Personal Finance

Ad image

Latest Personal Finance News

Property Won’t Sell? Donate It, Claim Tax Write Off, Skip Capital Gain

After reportedly not being able to sell his DC area mansion, former NFL owner Dan Snyder donated his $35 million…

NGEC NGEC

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,…

NGEC NGEC

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.…

NGEC NGEC

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.…

NGEC NGEC

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…

NGEC NGEC

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…

NGEC NGEC

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,…

NGEC NGEC

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…

NGEC NGEC

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.…

NGEC NGEC

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…

NGEC NGEC