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1. 3 Questions to Ask Your Partner Before Opening a Joint Bank Account
   My husband and I were married for many years before we finally opened a joint checking account together.
2. 4 Key Dates Student Loan Borrowers Should Know in 2024
   This article is part of Money’s new-year checklist — a 10-step guide to crushing your financial goals in 2024 (and beyond). For expert tips on how to
3. What is a rollover IRA? How to transfer funds from your 401(k) to an IRA and avoid taxes
   Summary List PlacementIf you have an employer-sponsored plan like a 401(k), you might wonder what happens to your money when you leave the job — either for a new gig, to work on your own, or to retire early. A rollover IRA is one alternative. It could be a smart choice if you're looking for more investment options, low
4. When Is It OK to Tap Your Retirement Savings?
   You spend your working years saving what you can for retirement, knowing you'll one day take the money out. But things don't always go according to
5. Anyone who has gone through the process of mapping
   Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind. Saving, investing, anticipating
6. Understanding Qualified Charitable Distributions
   As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions
7. How to Get Preapproved for a Mortgage: Your Essential Guide
   The offers and details on this page may have updated or changed since the time of publication. See our article on Business Insider for current
8. How To Make Money Management Less Overwhelming As A Solopreneur
   Every solopreneur needs a tool that works for you that offers clarity, reduces mental clutter, and supports the decisions you make as you grow your business.
9. Supercharge Your Retirement Savings With A Backdoor Roth IRA
   One of the best places to park your retirement savings is Roth IRA. Your contributions grow tax-free to save you money every tax season. The only problem is that high-income earners may not qualify for Roth IRA. I’m going to let you in on an open secret called the “backdoor Roth IRA.” Despite the semi-illicit name, a b
10. 10 Tax-Smart Strategies With December Deadlines
    This year marked the first time taxpayers filed their returns under the Tax Cuts and Jobs Act of 2017 (TCJA). Due to the sheer number of changes introduced, many taxpayers may not be aware of steps that need to be taken before year-end to help manage their tax exposure under the new law. That’s where year-end tax plann