Articles

Here are three common Roth transactions and how they interact with MAGI for Roth IRA purposes.

There are two ways to make a contribution to a Fidelity HSA. Here is how to do them both.

Waiting just one year means that you lose a portion of the growth in your traditional IRA to income taxes later.

These strategies are strong in both good times and bad.

We recommend ignoring this offer if you want more Health Care and taking this offer if you want more Consumer Staples.

Instead of waiting, remember that the greatest buying opportunity of your life is always right now.

If China booms, it may be a mistake that we reduced the allocation. If China undergoes investment controls, it may be a mistake that we kept China at all.

This article is a curated list of recent news about Taiwan.

If you want to be really minimalist about your budgeting, here’s what we suggest: the 65-25-10 rule.

If the form is accepted, the Social Security Administration will generally not only change your current IRMAA, but they will also use your Projected MAGI for the next several years. Here’s why.

Here are some of the pros and cons of specific SEP IRA and individual 401(k) retirement account options available.

This article gives you the formula to decide how much to offer or if the property is a good deal.

This notice did not offer the final guidance we were hoping for, but rather continued to push the decision further down the road.

This quarter, we saw that in 1-year returns ending June 30, 2023, Developed Freedom Investing had a -3.68% disadvantage, Emerging Market Freedom Investing had a +4.15% advantage, and Overall Freedom Investing had a -0.61% disadvantage.

About 4% of elders falling victim to fraud with estimates that over $2.9 billion is lost to elder abuse every year. Being aware of the scams helps to protect yourself.