Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
Use this calculator to estimate how much income and savings you may need in retirement.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How Long Will Your Funds Last?