Where’s my tax refund? IRS tool lets you track status
If you have already filed your income taxes this year, you may be wondering when you’ll receive your refund. Last week, the ...
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Inherited IRAs and RMDs: The Hidden Risks for Heirs
Inherited IRAs pose a number of new challenges, due to the SECURE Act of 2019 and updated IRS guidelines regarding RMDs.
With $715k in a Roth IRA and $3,400 Monthly Between My Pension and Social Security, Can I Retire at 64?
Retirement becomes financially feasible when projected income exceeds projected expenses. Retiring at age 64 with $715,000 in ...
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Tesla, Tariffs and Taxes: Consumers Are Looking for Answers to These Financial Questions Right Now
Before a consumer turns to a financial advisor to answer their personal finance questions, they often turn to the internet ...
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How to Plan for Your Grandchildren’s Financial Future
The team at Waterville’s Golden Pond Wealth Management advises clients who wish to help their family’s younger generations.
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I Used to Think a Roth IRA Was the Ultimate Retirement Account, Until I Learned These 8 Drawbacks
A Roth IRA is a powerful tool if you use it correctly, but no employer match, lower limits, and income restrictions make it a ...
These 10 US states now offer ‘automatic IRAs’ for a specific group of workers — and more will follow suit to help solve the retirement savings crisis. Are you eligible?
Nearly all other states are exploring or implementing similar state-facilitated savings programs to help private sector ...