Personal Finance


 

Before Taking a Tax Refund Advance, Ask These Questions

Many Americans rely on their tax refund to pay off bills, fund larger goals or, this year, keep them afloat as they wait for the government to reopen to be paid for doing their jobs. And while it might be tempting to take a tax refund advance, especially this year, consumer advocates warn against the practice.Read more...
Tags: Personal Finance, Money, Taxes, Loans, Lifehacks


Should You Convert to a Roth During a Down Market? 

If you’re a high earner or invest in a traditional IRA, you might be planning to convert your account to a Roth for some tax savings and easy access to your contributions, depending on your circumstances. When to convert, though, is a question with a million different considerations. There’s no perfect time, of…Read more...
Tags: Personal Finance, Money, Retirement, Investing, Ira, Lifehacks, ROTH IRA



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