Personal Finance

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How Long You Have to Keep Tax Documents

Once tax season is over, it’s tempting to contemplate pushing every document into a shredder…

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Tax Benefits of a Simplified Employee Pension (SEP) IRA

Retirement plans, like simplified employee pension (SEP) IRAs, go hand-in-hand with attractive tax benefits. Designed…

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Does Elon Musk’s Borrowing Show A Super Low Tesla Stock Valuation?

A practice of Elon Musk and Tesla’s board raises questions about the company’s governance and…

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Trump Pardons ‘Chrisley Knows Best’ Stars, Yet IRS Tax Lessons Remain

Todd and Julie Chrisley were convicted of tax evasion and bank fraud, and have been…

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Leaving your home to your heirs could cause a headache

Americans have trillions of dollars of wealth locked up in their homes, and passing it…

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Can I Get A Loan On A House That Is Paid For?

Key takeaways Even after you’ve paid off your home, you can still borrow against your…

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How To Calculate Loan Interest: Simple And Amortized

Images by GettyImages; Illustration by Hunter Newton/Bankrate Key takeaways Lenders calculate how much interest you’ll…

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How to Donate to Charity With Money From Your IRA

The IRS allows, and even encourages, charitable donations from tax-advantaged retirement accounts such as an…

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We’re in Our 70s With $200k in Savings and Social Security. How Do We Make It Last?

Retirees with relatively small nest eggs are generally more reliant on Social Security than those…

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Vote For America’s Best Insurance Companies 2026

For the fifth straight year, Forbes is partnering with market research firm Statista to rate…

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