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From COBRA premiums to long-term care, there are surprising uses for funds in these tax-advantaged accounts.
December 4 -
Both have their allure, but astute advisors can sort out the best choice between low-cost and premium versions.
October 20 -
One problem is the proposal is focusing on the minor advantage of tax-deferred retirement plans, says Bloomberg columnist Aaron Brown.
September 9 -
The new relief plan has something for many taxpayers, including retirees and the recently unemployed.
May 26 -
Those who feel they have inadequate savings may consider going back to work after the pandemic, even if it's on a part-time basis, according to an expert.
May 11 -
There's a great deal of help for businesses in the CARES Act and the FFCRA.
May 5Weaver -
“[By extending the tax deadline], they automatically extended the deadline to make an IRA contribution last year,” an expert says.
March 24 -
Aside from refinancing, retirees are advised to consider downsizing their homes to reduce overall spending.
March 4 -
Older clients who have lost a job prior to retirement are advised to first consider filing for unemployment insurance and begin making revisions to their budget.
February 25 -
“The advice I give is to calculate the financial impact for each option,” an expert says.
February 21