by Marilyn Evans | Mar 26, 2023 | Tax
By Marilyn Evans Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five most overlooked...
by Marilyn Evans | Feb 14, 2023 | Retirement
By Marilyn Evans Here’s a question we get a lot – what the heck is the difference between a traditional and a Roth IRA. This is a simple explanation. Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.6 million U.S....
by Marilyn Evans | Jan 30, 2023 | Retirement
By Marilyn Evans The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels....
by Marilyn Evans | Dec 7, 2022 | Retirement
By Marilyn Evans When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men, retirement money for women may need to stretch even further.1 Despite these challenges,...
by Marilyn Evans | Nov 9, 2022 | Retirement
By Marilyn Evans How do you know you are psychologically ready to retire? As a start, ask yourself four questions. One, is your work meaningful? If it is emotionally and psychologically fulfilling, if it gives you a strong sense of purpose and identity, then there may...
