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personalfinance: Archive
Savings Account Withdrawals: What Amount Triggers IRS Reporting?
by Zacks Equity Research
The $10,000 threshold is the point where reporting kicks in, and trying to work around it through smaller transactions could land you in legal trouble.
personalfinance
Is it Smart to Use 403(b) Funds for Your Mortgage Down Payment?
by Zacks Equity Research
Thinking of using your 403(b) for a home down payment? It's possible - but penalties, taxes, and retirement trade-offs make it a risky move.
personalfinance
Who is an IRA Transfer Custodian and Why Do You Need One?
by Zacks Equity Research
An IRA transfer custodian helps protect and grow your retirement savings, ensuring the money you've worked hard for is secure and ready when you need it.
personalfinance
Investment Banker vs. Money Manager: What's the Real Difference?
by Zacks Equity Research
Confused between investment bankers and money managers? Learn how their roles differ and who is best suited to handle your financial needs.
personalfinance
Understanding How a Stronger US Dollar Impacts Trade and Markets
by Zacks Equity Research
A rising US dollar changes the cost of imports, exports, travel and investments. Here's what its appreciation really means for you and the economy.
personalfinance
Can You Apply for Your Spouse's Social Security Benefits Online?
by Zacks Equity Research
You can now apply for your spouse's Social Security benefits online. Learn about the eligibility rules, required documents and key exceptions beforehand.
personalfinance
Can an Irrevocable Trust Be Revoked by Heirs?
by Zacks Equity Research
Irrevocable trusts are meant to be permanent, but heirs may be able to revoke them in rare cases. Learn when and how this is possible.
personalfinance
How Can Veterans Appeal to Change VA Compensation Effective Date?
by Zacks Equity Research
Veterans can challenge wrong VA disability payment start dates. Read on to find out how to secure more back pay and make the appeals process work for you.
personalfinance
Do You Depreciate or Deplete Oil Royalties for Taxes?
by Zacks Equity Research
Maximize your oil royalty income by mastering the IRS depletion allowance rules.
personalfinance
Do You Have to Pay Taxes on Interest From Personal or Family Loans?
by Zacks Equity Research
Lending money to friends or family? Learn when interest on personal loans is taxable and how to avoid the IRS treating it as a gift.
personalfinance