Should you worry about overfunding your 529 plan? You can roll over your unused 529 dollars into a Roth IRA or ABLE account, but there are limits The Independent UK · Dec 23, 2025
The Smartest Way To Max Out Your IRA in 2026 Dollar-cost averaging spreads out risk exposure while catching the same gains, and it's the easiest way to automate your contributions for effortless investing. GOBankingRates · Dec 22, 2025
I Asked ChatGPT the Smartest Retirement Move To Make in 2026 — Its Advice Was Shockingly Simple ChatGPT recommended one retirement strategy for 2026: Maximize Roth accounts before tax rates rise. Here's why this simple move could save thousands. GOBankingRates · Dec 21, 2025
A Wealth Adviser Explains: 4 Times I'd Give the Green Light for a Roth Conversion (and 4 Times I'd Say It's a No-Go) Roth conversions should never be done on a whim — they're a product of careful timing and long-term tax considerations. So how can you tell whether to go ahead? Kiplinger · Dec 21, 2025
Savings Sprint: 9 Ways to Catch Up on Retirement Savings Before December Ends The clock is ticking, the holiday lights are twinkling, and your retirement fund might be waving a tiny white flag in defeat. But don’t panic just yet! With a little strategy, a dash of courage, and some creative money moves, you can sprint toward your retirement goals and actually make… The Free Financial Advisor · Dec 20, 2025
The Guardian view on the Palestine Action hunger strikers: the government is trying to ignore this protest Editorial: Doctors have warned that the lives of these prisoners are now in danger. Pretending this is not happening is not good enough The Guardian - UK · Dec 19, 2025
The Retirement Donor's Checklist: Key Deadlines by Gift Type Retirees have some charitable contribution options that can help avoid spikes in income from RMDS and capital gains. Kiplinger · Dec 18, 2025
Government to ‘consider’ ruling in response to calls to name Stakeknife Northern Ireland Secretary Hilary Benn said the ruling on Wednesday had ‘wide-ranging implications’ Evening Standard · Dec 17, 2025
If You're a U.S. Retiree Living in Portugal, Your Tax Plan Needs a Post-NHR Strategy ASAP When your 10-year Non-Habitual Resident tax break ends, you could see your tax rate soar. Take steps to plan for this change well before the NHR window closes. Kiplinger · Dec 17, 2025
7 Ways to Plan Now to Save on Medicare IRMAA Surcharges Later Understand the critical two-year lookback period and why aggressive planning before you enroll in Medicare is the most effective way to minimize IRMAA. Kiplinger · Dec 16, 2025
Suze Orman: Why You Shouldn’t Overlook This Retirement Planning Benefit Suze Orman explains why this overlooked retirement benefit could boost your savings and help secure a stronger financial future. GOBankingRates · Dec 15, 2025
10 Retirement Withdrawals That Could Trigger Winter Penalties Winter is a financially demanding season for retirees, and many older adults turn to their retirement accounts to cover heating bills, medical expenses, and holiday... Saving Advice · Dec 14, 2025
Financial Expert: Here’s the Smartest Way Boomers Can Give Kids Tax-Free Money Financial expert Lance Morgan reveals why $19,000 is the magic number for boomers helping their kids financially. Here's how the tax-free gift strategy works. GOBankingRates · Dec 14, 2025
I'm a Financial Planner: If You're Not Doing Roth Conversions, You Need to Read This Roth conversions and other Roth strategies can be complex, but don't dismiss these tax planning tools outright. They could really work for you and your heirs. Kiplinger · Dec 14, 2025
The Free Financial Advisor · Dec 13, 2025 Should You Make A Roth Conversion Now Or Wait For January’s Tax Environment To Settle? Timing is everything when it comes to Roth conversions, and right now, the financial world feels like a rollercoaster with the lights off. Tax rules, market fluctuations, and political chatter are swirling together in a way that can make anyone’s head spin. Should you convert your traditional IRA to a…
Kiplinger · Dec 13, 2025 I'm a Financial Planner for Millionaires: Here's How to Give Your Kids Cash Gifts Without Triggering IRS Paperwork Most people can gift large sums without paying tax or filing a return, especially by structuring gifts across two tax years or splitting gifts with a spouse.
The Conversation · Dec 12, 2025 Stakeknife: should the British government reveal the real name of its top IRA informer? Of the countless people who provided intelligence to help the British state fight terrorism during the Troubles in Northern Ireland (1968-98), Agent Stakeknife was the best known. He had a reputation for having been involved in the most violent offences as a member of the IRA while simultaneously providing the…
Kiplinger · Dec 12, 2025 Ask the Editor, December 12: IRAs, 401(k)s and RMDs In this week's Ask the Editor Q&A, Joy Taylor answers questions on IRAs, 401(k)s and required minimum distributions
Thousandaire · Dec 11, 2025 Ed Slott: America’s IRA Expert and His Financial Legacy By 2025, the retirement landscape will have only grown more challenging. Nearly 20% of the workforce is now age 65 or older, and longevity trends mean many Americans will live into their 80s. Yet, three out of four Americans still believe they may never afford to retire, underscoring the urgency…
Kiplinger · Dec 11, 2025 I'm a Tax Attorney: These Are the Year-End Tax Moves You Can't Afford to Miss Don't miss out on this prime time to maximize contributions to your retirement accounts, do Roth conversions and capture investment gains.
Kiplinger · Dec 11, 2025 I'm an Investment Adviser: This Is the Tax Diversification Strategy You Need for Your Retirement Income Spreading savings across three "tax buckets" — pretax, Roth and taxable — can help give retirees the flexibility to control when and how much taxes they pay.
Saving Advice · Dec 10, 2025 Boomers at Risk: How Market Shocks Could Erase Retirement Savings—And the Gold IRA Fix Baby boomers are facing a financial storm that could derail decades of careful planning. Market volatility in 2025 has already rattled portfolios, leaving many retirees...
Evening Standard · Dec 10, 2025 Security guarantees needed before Stakeknife is named – Burghart Pressure is growing on the Government to name Stakeknife after the publication of the final report from Operation Kenova.
International Business Times UK · Dec 9, 2025 Shocking MI5 Revelations: Freddie Scappaticci and the Spy Cover-Up That Failed the Public MI5's failure to disclose Freddie Scappaticci's role as Stakeknife shocks the public. Operation Kenova reveals the truth behind the IRA spy cover-up.
The Guardian - UK · Dec 9, 2025 ‘I’m not going to hide again’: Stakeknife report met with relief by victims’ families Killings of suspected IRA informers brought shame and fear but relatives have opportunity to step out of shadows