This is the perfect time to take advantage of some savingsopportunities, tax breaks, and other key strategies toimprove your financial situation before the end of the year. [...continued]
Open enrollment, often in the fall, is the time to make employee-benefits decisions for 2019. When you’re just starting out, these benefits can be very valuable to help you stretch your income. The following steps can help you make the most of a few key perks your employer may offer. [...continued]
MissionSquare Retirement takes the security of participants' accounts very seriously and we continuously apply enhancements to safeguard your assets. [...continued]
Learn more about the Am I On Track tool, which provides you with a personalized retirement readiness score. Also find out about MissionSquare Retirement’s Account Aggregation service and a video to help you learn more about 457 plans. [...continued]
When you’re early in your career, you have so many opportunities to save, and even setting aside small amounts in your tax-deferred retirement accounts will have an impact. Find out more about MissionSquare Retirement’s resources to help you learn more about your savings opportunities and ways to reach your retirement goals. [...continued]
It’s important to match your investments with your time frame. Fortunately, you don’t need to make these decisions on your own. Most retirement plans make available target-date funds among their investing options. With these funds, investing professionals create diversified portfolios based on different expected retirement dates. [...continued]
Even if you don’t plan to retire for a long time, you may inherit a retirement account from a parent, grandparent, or other relative who passes away. If you’re the beneficiary of a retirement account, you’ll need to take some key steps to transfer the account to your name and make decisions that could affect the tax benefits. [...continued]
Most people don't think about estate planning until they're much older. Even young people, however, can benefit from a few key legal documents that give you the opportunity to specify who will inherit your assets and who can make medical decisions if anything happens to you. [...continued]
Renting out your home when you aren't there, or even renting out a room through a home-sharing service, such as Airbnb, HomeAway, or VRBO, can be a great way to earn extra income. But you need to be aware of the tax rules — both for reporting your income and for taking deductions. [...continued]
One way to protect yourself from identity theft is to freeze your credit, which prevents new creditors from reviewing your credit report and makes it harder for identity thieves to take out credit in your name. [...continued]