by Jason Sechrist | Dec 15, 2022 | Money, Taxes
KEY POINTS There’s still time to trim your tax bill or boost your refund before the end of the year. Depending on your 2022 income, you may consider deferring a holiday bonus, “bunching” medical expenses or a partial Roth conversion, experts say. Read more Securities...
by Jason Sechrist | Feb 10, 2022 | financial planning, Investments, Money
here’s what you need to do MilosStankovic | E+ | Getty Images People have the best of intentions. At the start of a new year, millions make resolutions — goals they want to reach throughout the upcoming months. Getting a handle on money issues is usually near the...
by Jason Sechrist | Jan 27, 2022 | Money, Taxes
Getty Tax increases probably are coming. Even if Congress doesn’t agree on substantial increases this year, they’re likely to come. The 2017 tax law is scheduled to expire after 2025. The pre-2018 tax law will be re-instated automatically unless Congress agrees to...
by Robert Sechrist | Dec 27, 2021 | financial planning, Investments, Money, Taxes
If you are age 59 1/2 or older, you can start withdrawing from your 401(k) without triggering the early withdrawal penalty.(GETTY IMAGES) New retirees need to decide what to do with the money in their company-sponsored 401(k) plan. You can generally maintain your...
by Jason Sechrist | Dec 23, 2021 | financial planning, Investments, Money
Want long-term financial security? Don’t tap into your retirement savings without a plan. Having control over when and how you use your money is a key component of stretching funds across a long retirement.(GETTY IMAGES) Saving money for retirement is only part...
by Jason Sechrist | Oct 21, 2021 | financial planning, Money, retirement
Op-ed: An ‘active wealth’ plan can maximize long-term financial success KEY POINTS When economic conditions seem at their worst and investors around you are losing their heads, the best thing to do is keep yours. Active wealth means taking disciplined action across...
