The post Break-Even Tax Rate Guides 401 (k) Choice appeared first on Self Employed. Many workers face a familiar fork in the road this year: pretax or Roth 401 (k). What sounds simple can shape ...

Break-even point analysis is used to determine the point at which a venture or investment is neither at a profit nor a loss position. Break-even points often carry technical significance. The ...

Dear Liz: You recently wrote about the complexity of retiring with a government pension and Social Security. You left out one very important resource: the Social Security Administration. Going into a ...

As retirement nears, you may be wondering when to start taking Social Security payments. These benefits are primarily based on your earnings during your working years and your age when you start ...

Making mistakes when claiming Social Security can affect your income. You should coordinate with your spouse before you claim benefits. It's also important to do your break-even calculation and ...

Your refinance break-even point is the time it takes for the savings from refinancing to cover the costs involved. Refinancing can extend the time it takes to become mortgage-free and increase your ...

There may come a time in your homeownership journey when you wonder if it makes sense to refinance your mortgage. It’s a decision that can help you reach goals like lowering your interest rate or ...