At 59½ you can finally get at those dollars you have been stashing away for years in your retirement plans without paying a 10% penalty.
Many birthdays are key to successful retirement planning…and as these birthdays creep up, you need to do some planning.
Last June the Supreme Court ruled that same-sex couples, legally married in jurisdictions that recognize their marriages, will be treated as married for federal tax purposes.
There are some decent tax breaks available for self-employed individuals.
If your kid is a senior this year and there is nothing set aside for a college education it’s too late to do much more than stick whatever extra cash you can in a savings account.
The mother of all birthdays has come and gone and the first of the Boomers are now getting senior discounts when they go to the movies.
If you haven’t planned well for retirement you may find yourself coming up short.
You can always get at your money in an IRA, but if you do it before age 59½ you will get slapped with a 10% penalty plus taxes.
A rollover IRA is when you transfer money from a retirement account into an IRA.
Get a jump-start on next year’s taxes. Set up a simple filing system.