Knowing your MAGI can help determine which tax deductions and credits you qualify for, which retirement accounts you can contribute to, and much more.

While investing in dividend-paying stocks is often an appealing prospect, it’s important to familiarize yourself with corresponding risks and potential tax implications before doing so.

In this post, we discuss the concept of portfolio rebalancing, why you should rebalance, and the risks of not doing so.

Learn everything you need to know about the Roth IRA 5-year rule, including its impact on withdrawals, conversions, and inherited IRAs.

If you’ve never heard of IRMAA or are unaware of Medicare surcharges, read this post to avoid any unpleasant surprises down the road.

Not taking an RMD before the deadline can hit you with a penalty—25% of the amount not withdrawn, so it’s important to read up on how to avoid such fees.

Transitioning to Medicare with (or without) private health insurance isn’t as straightforward as you may think. Read this post to feel better prepared.

Choosing whether to take a lump-sum pension offer or monthly payment plan is a highly personal decision—and not always so clear-cut.

Read this article to learn what financial planning is and gain a deeper understanding of its seven components.