401K, IRA, Stocks

I Started Investing This Year, What Do I Need to Know Come Tax Time?

November 19, 2018 January 9, 2019 / Jim Wang

Watering Can Sprinkles Money On A Plant In A Jar Of Money

When I first started investing in the stock market, I wasn’t quite sure what I was doing. I wasn’t sure if my purchases would lose value the moment I bought them or if they would grow into exponential figures. I was also...

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401K, IRA, Stocks

What Does an IPO Mean for Employee Taxes?

April 4, 2018 / TurboTaxBlogTeam

With Snap Inc. going public a little over a year ago and Spotify doing a direct listing on the New York Stock Exchange yesterday without an initial public offering (IPO), we thought it would be a good time to talk...

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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

Two old ladies having coffee and fun on a day out

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 financial system, which includes our retirement plans. So far we’ve been basing our plans on an estimate we did a few years ago. However, after reading some...

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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

Content middle aged, retired couple sitting together laughing ou

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

Life never stops coming at you. It seems like there is little time to celebrate life’s achievements before someone is warning you about the next big hurdle ahead. Congratulations on graduating college! Have you thought about your retirement? Many recent...

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401K, IRA, Stocks

Stock Up? Find Out Money Saving Tips When Selling Stock

July 7, 2014 / TurboTaxBlogTeam

Image for "Stock Up? Find Out Tips on Whether to Sell" Post

Your shares of stock may be trading at an all time high, but you may be confused about whether to keep your stock, sell it, and what the tax implications of selling are. Here are some of TurboTax tax experts’...

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401K, IRA, Stocks

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

April 18, 2014 March 18, 2016 / Elle Martinez

Chicks: Baby Chick Walks Among Golden Eggs

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. If you’re somewhat new to the retirement savings game, it’s important to know that...

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