Personal Finance

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Latest Personal Finance News

401(k) Rollover vs. IRA Rollover

When you change employers, you may be required to roll over your 401(k) funds from that employer to another retirement…

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I’m Selling My House to Downsize for Retirement, and I’ll Net $620k. Do I Have to Pay Capital Gains Taxes?

When you sell your primary home, the IRS allows you to exclude a significant portion of the profit from your…

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Should I use a personal loan to pay for my child’s private school?

If you’ve considered sending your child to a private K-12 institution and have gotten immediate sticker-shock, you’re not alone. In…

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What are usury laws and maximum interest rates?

Key takeaways Usury laws set limits on the amount of interest lenders can charge on loans and are typically set…

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How to budget in college

Key takeaways The cost of attendance for college is on the rise, but there are ways to reduce costs and…

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Basel III Fearmongering By Lobbyists Should Not Be Believed

In recent months bank lobbyists and bank executives from SIFMA President Kenneth E. Bentsen Jr. to JPMorgan Chase CEO Jamie…

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Navigating The Corporate Transparency Act

Christine Green of Steptoe & Johnson PLLC discusses the Corporate Transparency Act and the recent litigation regarding its constitutionality. This…

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What Biden’s 2025 Budget Means For Medicare, Family Leave, And Medicaid Home Care

President Biden’s 2025 budget proposal, which will double as his presidential campaign platform, includes major proposals aimed at supporting older…

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How to Save Money for Traveling During Retirement

Traveling during retirement is one of the main goals that a lot of people have as they think about what…

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How to Avoid Prohibited Transactions With Your Self-Directed IRA

A self-directed IRA is a retirement savings plan that allows you to decide what investments will be made. These accounts…

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