Personal Finance
Latest Personal Finance News
What U.S. Tax Forms Must I File For My Foreign Retirement Plan?
As the world grows smaller, U.S. citizens and residents continue to find themselves entangled in complex U.S. foreign reporting. This…
I’m 52 With $1.6 Million in a Taxable Brokerage Account and $1.1 Million in an IRA. Can I Retire Now?
It can be financially feasible to retire when projected retirement income equals or exceeds projected retirement expenses. In many cases,…
Are Employee Stock Purchase Plans (ESPP) Pre-Tax?
Employee stock purchase plans (ESPPs) are benefits offered by companies to help employees invest in company stock at a discount.…
IRS Whistleblower Office Reported More Claims In 2023, Awarding $1.2 Billion Since Start Of Program
Money really does talk—or perhaps it just makes it much easier. The latest annual report to Congress issued by the…
When Can My Spouse Claim Social Security Benefits?
Knowing when a spouse can claim Social Security benefits can significantly impact retirement planning. Spousal benefits allow one partner to…
Biden Wants To Expand Student Loan Forgiveness For This Borrower Group
The Biden administration has taken an initial step to extend a key student loan forgiveness program for public service workers…
U.S. Bank Cash+ Visa Signature Card benefits guide
Key takeaways The U.S. Bank Cash+ Visa Signature Card is a unique rewards credit card that includes decent benefits and…
Summer travel continues to set records
One of the biggest economic surprises of the past few years has been the continued strength in consumer spending —…
IRS Increased Audits Of The Rich: A Flop In Finding Noncompliance
The June 20, 2024 report by the Treasury Inspector General for Tax Administration came as a shock to many. The…
Differences in the Types of Retirement Plans
There are many retirement plans available to help you save for your golden years. 401(k)s, IRAs and Roth IRAs offer…
