Personal Finance
Latest Personal Finance News
Maximum Social Security Benefit If You’re Born in 1958
If you were born in 1958, 2025 is a milestone year. You’ll be turning 67, which marks your full retirement…
How to Avoid Capital Gains Taxes in Washington State
Washington State imposes a 7% capital gains tax on the sale of certain long-term assets, including stocks and business interests,…
Can I Cash Out My 401(k) at Age 62? Pros and Cons
Cashing out a 401(k) at age 62 is allowed, but it comes with trade-offs many savers will want to consider.…
Safe Withdrawal Rate By Age: How to Calculate
Planning how much to withdraw in retirement often starts with understanding the safe withdrawal rate by age. This concept helps…
5 Reasons You May Want to Take Social Security Early
Deciding when to claim Social Security can be one of the most important retirement decisions you’ll make. Delaying your benefits…
How to Roll Over a 401(k) to a 403(b)
Rolling over your 401(k) to a 403(b) is only an option if you start a job that offers a 403(b)…
SEP vs. Annuity: Which Is Better for the Self-Employed?
If you’re self-employed, saving for retirement is your responsibility. Two common tools are SEP IRAs and annuities, but they work…
Can You File Another Tax Extension After October 15?
For most individual taxpayers, the October 15 tax extension deadline is final. Unlike the automatic six-month extension granted in April,…
Why Does Trump Want Tariffs?
President Donald Trump sees tariffs as a means to reduce trade deficits, encourage domestic manufacturing and address national security concerns.…
5 Strategies to Convert Retirement Assets Into Income
Saving for retirement is only half the battle. Once you leave the workforce, you’ll need a plan for turning your…
