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How to Apply for the IRS Fresh Start Program 

Key Takeaways   The IRS Fresh Start Program offers multiple relief options to help taxpayers settle or manage back taxes...

Default Glide Path vs. Custom? — My Money Blog

My last post on treating your kids’ 529 plans as the equivalent of Roth IRAs had me thinking again about...

The Limits of Machine-Managed Sales Tax

AI can analyze your data, reconcile reports, and process transactions, but can it be trusted to file your taxes? Some...

Savings and Checking Account Bonuses — My Money Blog

E*Trade (Morgan Stanley Private Bank) is running promotions for new customers on both their savings and checking accounts: Savings promo...

What You Need to Know About the Tax Underpayment Penalty

Key Takeaways: Pay taxes as you earn: The IRS operates on a pay-as-you-go system, requiring withholding from paychecks or quarterly...

“Junior Roth IRA”? Maximizing the 529-to-Roth IRA Rollover — My Money Blog

A new automated investing app called FutureMoney is advertising something called the Junior Roth IRATM with some pretty awesome “key...

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Court rules Parkland shooting triggers single insurance claim

Evanston argued that each gunshot causing injury – or each individual victim – should be treated as a separate “occurrence”...

Halifax lowers non-UK national minimum income requirements – Mortgage Strategy

Halifax for Intermediaries has announced changes to support more non-UK nationals looking to buy a permanent home in the UK....

As Credit Washing Surges, TransUnion Fights Back

Fraudulent credit activity is on the rise, and it’s costing lenders—and consumers—millions. TransUnion is launching a solution to fight credit...

The Economics of a 50 Year Mortgage

A reader asks: Ben has been harping on the people who pay off their mortgage early. Does that mean he’s...

How to prepare your website for Black Friday traffic

A website will typically crash when it is overloaded and cannot respond quickly enough. It could also mean that your...

New Restrictive Terms Added to Chase Ink Cash/Unlimited Cards Bonus

New Restriction Added to Chase Ink Cash/Unlimited Cards Bonus The application page for the Chase Ink Business Cash and Chase...

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