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The Latest Breaking News on Personal Finance

Superannuation rise to boost nest eggs by $19K: analysis

Canberrans will pocket $20 million in greater retirement savings this year through the rise in the superannuation rate, according to analysis from Industry Super Australia.

The Canberra Times

Most-Overlooked Tax Breaks for Retirees and People Over 65

If you're over 65, don't miss out on these overlooked tax breaks for retirees.

Kiplinger

Billionaire Peter Thiel amasses $5bn tax-free nest egg in retirement account

• ProPublica reveals files on other billionaires’ tax-free savings• Roth IRAs were originally intended for middle-class Americans

The Guardian - US

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How Long Should You Keep Tax Records?

Don’t destroy tax documents until the time limit for an IRS audit runs out. For some forms, the time limit may be even longer.

Kiplinger

How federal budget superannuation changes could increase your nest egg

Low-income Australians, especially women, stand to benefit from changes to super announced in the federal budget.

ABC News

Social Security Earnings Tests: Five Things You Must Know

If you’re still working and claim Social Security early, your benefits could be reduced, at least temporarily.

Kiplinger

Six Retirement Killers to Avoid at All Costs

Financial planners see people making these financial mistakes all the time, and they can endanger your retirement. Here's how to get back on track.

Kiplinger

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When Are Estimated Tax Payments Due in 2025?

You make quarterly estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.

Kiplinger

Required Minimum Distributions (RMDs): Key Points for Retirement and Tax Planning

Here are some basics to know about RMDs and how these distributions can impact your taxes.

Kiplinger

Roth IRA Basics: 10 Things You Must Know

A Roth IRA can be a great way to save for retirement since the accounts have no required minimum distributions and you withdraw the money tax-free.

Kiplinger

Nine Things You'll Spend Less on in Retirement

We often fret about not having enough cash in retirement. But you might be surprised to see some of the things you’ll find yourself spending less on as you enjoy your golden years. Booze, for one.

Kiplinger

How Are Annuity Withdrawals Taxed?

Annuities offer powerful tax advantages and have a few pitfalls (that are avoidable). Here's how to cut your taxes and avoid surprises.

Kiplinger

Ten Tax-Friendly States for Retirees

If you’re looking for the best place to retire, you may want to consider one of these most tax-friendly states for retirees.

Kiplinger

13 States That Don't Tax Retirement Income

Here are the states that don’t tax retirement income. But that doesn’t mean you won’t pay state taxes on other types of earnings.

Kiplinger

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Kiplinger

15 States That Don't Tax Pension Income

There are some states that don't tax pension income regardless of your age or how much money you have.

Kiplinger

Whole Life Insurance: A Multipurpose Financial Planning Tool

Here’s how whole life insurance works, along with five key benefits (including savings and tax-efficient inheritance), as well as a few concerns to consider.

Kiplinger

Dollar-Cost Averaging Into Stocks: How Does DCA Investing Work?

A brief primer on dollar-cost averaging into stocks, the popular set-it-and-forget-it investing method.

Kiplinger

Ways to Keep More of Your Money in Retirement

No one likes paying taxes, especially once you've retired. So here are some steps to consider now that could help minimize your taxes later.

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Kiplinger

10 Myths About Health Savings Accounts

When you’re choosing a health plan for the year, one option may be a high-deductible plan that makes you eligible to contribute to a health savings account.

Kiplinger

How to Keep Lifestyle Creep From Hurting Your Wealth

While it's important to enjoy life when you're doing well, getting carried away could affect your wealth. Here's what you should do to prevent lifestyle creep.

Kiplinger

10 Things You Need to Know About Health Savings Accounts

If you don’t have many medical expenses now, in the long term you’ll be able to benefit even more from the tax advantages of an HSA.

Kiplinger

Qualify for Roth IRA Contributions by Lowering Your Income

If you're just above the income cutoff (MAGI) to qualify for Roth IRA contributions, these strategies will help you meet it and lower your taxes.

Kiplinger

Boost Your Social Security Benefit Every Month You Delay

You don't need to wait an entire year beyond your full retirement age to earn delayed retirement credits.

Kiplinger

How To Convert a Traditional IRA to a Roth After 60

You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have taxing consequences.

Kiplinger

How to Save on Homeowners Insurance: Boost Your Deductible

Boost your home-insurance deductible and you’ll not only reduce your premiums but also avoid filing small claims that could cause a rate hike.

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