Tag: financial advisor
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When I Claim My $2,950 Social Security, Will My Wife Automatically Get a Spousal Benefit?
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Can You Pass the Test? 23% of Adults Failed These Financial Literacy Questions
The TIAA-GFLEC points to a direct correlation between financial literacy and financial well-being. The more knowledge...
If I Convert $235k to a Roth IRA, Will It Affect My Medicare Premiums?
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You Can Use This Loophole If You Want to Invest in More Than $10,000 Worth of I Bonds
I Bonds are a virtually risk-free investment, which makes them very popular in times of market...
I’m Planning to Sell My House With a $640k Profit. Will I Owe Capital Gains Tax?
These techniques can only be used in certain situations. For instance, special rules may apply if...