Did You Win The July 29, 2022, Mega Millions Lottery? Watch These Key Dates
If you are the winner of a billion-dollar lottery, there are some important time-related financial decisions you need to make.
Do You Need To Keep An Eye On Your Broker?
Too many times, people believe that brokers’ actions don’t need to be double-checked. But errors occur; they need to be caught.
Do High-Net-Worth Investors Face A Greater Risk Of Investment Fraud?
Some high-net-worth investors could be a target for investment fraud due to a lack of knowledge about complex financial concepts.
What Should Someone Look For When Setting Up A ‘Family Office’?
A family office can handle all things financial for the ultra-wealthy and their families – from investment management to bill paying, tax planning and funding charitable causes.
Don’t Normally File A Tax Return? You May Be Due A Credit (A ‘Refund’) Nonetheless
Those who don’t normally need to file a tax return could benefit from doing so, since they could receive a refund if they are eligible for a tax credit.
Don’t Lose Your 2018 Tax Refund Forever: 1.5 Billion Reasons To Act Now
An estimated 1.5 million taxpayers are owed unclaimed tax refunds totaling almost $1.5 billion for the 2018 tax year, according to the IRS.
When Do I Start Taking 401(k) RMDs If I’m Over 72 And Still Working?
When working past age 72, the date of your retirement can make a big difference when it comes to taking RMDs from your current employer's 401(k) plan.
Born In Second Half Of 1949? Act By April 1 To Avoid RMD Penalty
If you turned 72 during the second half of 2021, but did not take your first RMD last year, you will need to do so by April 1 or face a 50% excise tax.