IRA | The TurboTax Blog

Happy Father’s Day! The Best Savings Tips from Our Authors’ Dads

June 17, 2018 / TurboTaxLisa

Father’s Day is here! From life lessons to learning how to throw a baseball, we gain a lot from our fathers, especially when it comes to savings. To celebrate Father’s Day, we thought it would be fun to hear what...

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Tax Refunds

Four Ways to Make Your Tax Refund Deductible Next Tax Season

May 7, 2018 January 4, 2019 / Ginita Wall, CPA, CFP®

Hooray! You are getting a tax refund. As you fantasize about all the ways you can spend it, don’t forget ways that you can use this year’s tax refund to get a bigger refund next year. Here’s how: Make a...

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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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Tax Planning

Real Talk Series: I’m Planning on Retiring This Year. What Should I do to Prepare for Next Tax Season?

May 19, 2017 July 24, 2019 / TurboTaxLisa

Congratulations on your decision to retire this year! I’m sure you have worked hard and deserve to enjoy this new chapter in your life. I’m so glad you asked this question, because whether you decide to travel, relax, or consult on...

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Tax Planning

Do You Know These 6 Tax Facts?

April 10, 2017 July 22, 2019 / TurboTaxBlogTeam

Tax Day is almost here! Did you file your taxes early or are you waiting for that last weekend? For those procrastinators out there: get started now and you’ll be done before you know it. We ask you simple questions and...

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Income and Investments

Small Business Retirement Plans for the End of Year

November 26, 2016 / Winnie Sun

Small business owners often manage their own human resources, which includes figuring out what to do about retirement savings plans. Faced with an array of complex, and sometimes expensive, savings plan choices, it’s tempting to not offer a program. But,...

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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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Tax Refunds

How to Retire on Your Tax Refund [Infographic]

April 22, 2014 July 12, 2019

Now that taxes are filed and your refund check is on its way, your first thought may be to splurge and spend it on a nice vacation. But before you start making those vacation plans, see how investing in your...

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401K, IRA, Stocks

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

April 18, 2014 July 24, 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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Tax Deductions and Credits

Last-Minute Moves to Save On Your Taxes

April 11, 2014 July 12, 2019 / Jim Wang

The best last minute tax moves are done before the calendar flips into the new year, but depending on your financial situation, you might be able to squeeze in one more tax deduction if you waited to file your taxes.

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