One of the many 10% penalty exceptions is a 72(t) “series of substantially equal periodic payments.”

Wild swings in the market result in sleepless nights for many, but there is a potential silver lining in this storm cloud.

President Trump had previously implemented 20% tariffs on any imports from China. Today, he announced 34% tariffs on imports from China tied to unfair trading practices.

Monday was Inauguration Day. We also have a new Congress. When it comes to retirement accounts, one rule that the new Congress should consider changing immediately is the income limit rule that applies to Roth IRA contributions.

Discover the IRS tax relief and retirement withdrawal options for victims of Hurricanes Helene and Milton. Learn about penalty-free IRA withdrawals, extended tax deadlines, and SECURE 2.0 benefits.

So that everyone knows which end is up, here is a spiked punch bowl of common retirement-account-related acronyms.

If you have the means, a little can become a lot. It’s not about timING the market, it’s about time IN the market. If a teenager starts early, the long-term benefits could be astronomical.

If you are taking a distribution from your IRA at end of 2023 and considering a rollover that may not be completed until 2024, here are four facts you will want to know.

Discover essential 2024 tax tips from Certified Financial Advisor Christian Cordoba to reduce your taxes and grow your wealth. Learn about tax deductions, tax-efficient investing, and more.

AI is being used as a tool to improve scams globally. Read this first-hand account of scamming to know what to look for when you receive a worrying call or email.

Whether you're taking a DIY approach to filing your taxes this year or working with a professional, here are 5 filing tips to help make things a little easier.

AI, as amazing as it has become, is not a replacement for professionals in their industries educating the economy.