How To Withdraw Retirement Funds Post-Disaster Penalty-Free
Disaster victims can withdraw up to $22,000 from retirement funds penalty-free under SECURE 2.0.
Robert’s latest articles
Can A 529 Plan Be Used For Summer Classes?
Can a 529 pay for summer classes? Discover the eligible expenses for college and high school students.
How To Invest $50,000: 7 Different Options To Build Wealth
If you have $50,000 to invest today, here are a few considerations to be aware of so you can make the best decision for your funds.
IRS Proposes Key Roth Rule Changes for High Earners In 2025
IRS proposes mandatory Roth contributions for high earners, expanded catch-up limits for older workers.
IRS Proposal Requires Automatic Enrollment in 401(k) Plans
Learn about new 401(k) automatic enrollment rules starting in 2025.
California Halts Insurance Cancellations After Wildfires
California protects wildfire-affected homeowners with a one-year insurance moratorium, stopping policy cancellations in impacted areas.
What Is The Difference Between 403b and 457 Plans?
403b and 457 plans have their pros and cons. How do they work? Read this article to find out and make a decision for your situation.
Historical Average Investment Return By Asset Class
Ranking the average investment return by asset class for the last 40 years, across 10 major asset classes, including stocks, real estate, and more.
CFPB Bans Medical Debt On Credit Reports
CFPB bans medical debt from credit reports, impacting 15M Americans and erasing $49B in debt. Credit scores could rise by 20 points.
Stock Markets Closed January 9 For Carter Memorial
U.S. stock markets will close on January 9, 2025, to honor former President Jimmy Carter during the National Day of Mourning.
Where To Buy Collectible Stock Certificates
Learn how to buy collectible stock certificates from active and defunct companies. Tips for collectors and gift buyers included!