The TurboTax Blog • 401K, IRA, Stocks

What Does an IPO Mean for Employee Taxes?

March 29, 2019 April 1, 2019 / TurboTaxBlogTeam

As you’ve probably seen, there’s a wave of tech companies with hotly anticipated Initial Public Offering (IPO) announcements expected this year which could have the effect of creating thousands of millionaires overnight and countless more who’ll see their financial situation...

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401K, IRA, Stocks

I Started a 401K This Year. What Do I Need to Know When I File?

February 20, 2018 / Elle Martinez

Congratulations on starting a 401(k)! Not only will your future-self thank you for investing now, but there are also some fantastic benefits you can enjoy now. Since my husband started his first job post-graduation, he’s been investing in his company’s...

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401K, IRA, Stocks

Five Tips to Help You Figure Out How Much to Save for Retirement

October 16, 2017 / Elle Martinez

As we get more comfortable with our finances we’re looking for ways to improve our system and that includes our retirement plans. Here are five tips to help you estimate how much you need to save for retirement.

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401K, IRA, Stocks

Retirement Doesn’t Have to be Scary, Here Are 7 Ways You Can Prepare

November 29, 2016 / Jim Wang

The idea of retirement, something decades away, can be scary. What if you make a mistake today that prevents you from retiring when you want to? What if the stock market tanks again? What if… the list goes on and...

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401K, IRA, Stocks

What You Need to Know About 401(K) Early Distributions and Taxes

August 19, 2016 / Jim Wang

If you’ve been a diligent retirement saver, you may have amassed an impressive nest egg in your 401(K). There are some cases where making an early withdrawal from your 401(K) makes sense and many cases where it could hamper the...

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401K, IRA, Stocks

New Grads: Now is the Time to Start Saving for Retirement

August 5, 2014 / Philip Taylor

Congratulations on graduating college! Have you thought about your retirement? When it comes to saving for your retirement, the earlier you get started, the better off you’ll be.

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401K, IRA, Stocks

Stock Up? Find Out Money Saving Tips When Selling Stock

July 7, 2014 July 10, 2019 / TurboTaxBlogTeam

The stock market is on the rise, but you may be confused about whether to keep your stock, sell, and what the tax implications of selling are. Here are some of TurboTax tax experts’ favorite stock tips:

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401K, IRA, Stocks

Which Should I Invest in First – 401(k) or IRA?

April 18, 2014 July 12, 2019 / Elle Martinez

The end of tax season is the perfect time to think about building your nest egg. Elle Martinez of Couple Money gives tips on investing in your retirement. Tax season is over. This is typically a time when people are...

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401K, IRA, Stocks

2013 Retirement Contribution Limits Increased So Do Tax Savings

November 5, 2013 / Philip Taylor

When planning for retirement, you need to know what your contribution limits are. And wouldn’t you know it, the maximum contribution limits for 2013 have increased. Knowing about yearly contribution limits helps you develop a retirement savings plan and helps you also make some smart end of year tax moves to save money on your taxes.

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401K, IRA, Stocks

Getting Your Kid Started with an IRA

August 2, 2013 / Elle Martinez

With summer here in the States, many students are using their free time in a variety of ways. If your teen has a job you have a chance to help them get a head start on building their net worth.

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