Retail stock investors are said to be living in a golden age when it comes to the convenience and cost of trading. But picking a broker should still be a conscious decision. We look at today's options.
Links mentioned in this episode: The Best Online Brokers and Trading Platforms, 2022 https://www.kiplinger.com/investing/wealth-management/online-brokers/605136/the-best-online-brokers-and-trading-platforms Who Are the Best Small Online Brokers? https://www.kiplinger.com/investing/wealth-management/online-brokers/605137/who-are-the-best-small-online-brokers How a Stock Trade Actually Works https://www.kiplinger.com/investing/stocks/601905/anatomy-of-a-stock-trade
If you've dutifully socked away money in a 401(k) or IRA for years, you could be in for an unpleasant shock when it comes time to take money out of those accounts. Also, the IRS is sending out a surprise round of checks.
Links mentioned in this episode:
https://www.kiplinger.com/taxes/tax-refunds/605135/irs-tax-refunds-for-late-filing-penalty
https://www.kiplinger.com/retirement/medicare/602937/you-can-appeal-a-medicare-premium-surcharge
Kalman Chany, author of the Princeton Review's Paying for College will help you find every bit of tax relief available. Also, the USPS raises rates for the holidays.
Links mentioned in this episode: USPS to Raise Rates for "Holiday" Season Again
https://www.kiplinger.com/personal-finance/605110/usps-to-raise-rates-for-holiday-season-again Paying for College, 2023: Everything You Need to Maximize Financial Aid and Afford College https://www.amazon.com/Paying-College-2023-Everything-Admissions/dp/0593516494 Fight Inflation with Series I Bonds https://www.kiplinger.com/personal-finance/banking/savings/savings-bonds/603848/fight-inflation-with-series-i-bonds IRS Publication 970: Tax Benefits for Education https://www.irs.gov/pub/irs-pdf/p970.pdf Grandparents: Now is the Time to Contribute to Your Grandkid's 529 Plans https://www.kiplinger.com/personal-finance/careers/college/605082/grandparents-now-is-the-time-to-contribute-to-your
You don't have to be ready to retire to consider where you might go. We'll talk about how and why we make our lists of great destinations.
Links mentioned in this episode: Can You Trust TikTok's Advice? https://www.kiplinger.com/investing/cryptocurrency/603519/can-you-trust-tiktoks-advice How to Shop for Life Insurance https://www.kiplinger.com/article/insurance/t034-c000-s002-how-to-shop-for-life-insurance.html 7 Standout Places to Retire https://www.kiplinger.com/retirement/happy-retirement/604819/7-standout-places-to-retire 12 Smart Places to Retire https://www.kiplinger.com/slideshow/retirement/t006-s002-12-smart-places-to-retire/index.html"Professor Cope" – NFL player and Kiplinger editor– joins us for the latest on his ventures and videos. Also, we clarify some of the terms around Series I bonds.
Links mentioned in this episode: Fight Inflation with Series I Bonds https://www.kiplinger.com/personal-finance/banking/savings/savings-bonds/603848/fight-inflation-with-series-i-bonds Vladimir Ilyich Lenin: Imperialism, the Highest Stage of Capitalism https://www.marxists.org/archive/lenin/works/1916/imp-hsc/ch08.htm
Cope'ing with Money by Brandon Copeland https://www.kiplinger.com/brandon-copeland YouTube: Bry-Bry Tries! Highlight Reel https://www.youtube.com/watch?v=bV3GPe0pYxs