corpus.blog
56,966 blogs · [ { "id": "01a0e458-1117-70fb-8f0b-468992a26463", "title": "Advance Directive vs. Power of Attorney: Differences and Examples", "url": "https://smartasset.com/estate-planning/advance-directive-vs-power-of-attorney", "published_at": "2026-09-25T20:22:20+00:00" }, { "id": "01a0e458-1117-70fb-8f0b-4689938976c4", "title": "How Financial Advisors Handle Multi-State Clients", "url": "https://smartasset.com/advisor-resources/how-financial-advisors-handle-multi-state-clients", "published_at": "2026-09-25T20:19:24+00:00" }, { "id": "01a0e458-1117-70fb-8f0b-468993ea9a94", "title": "Early Retirement With a Roth Ladder: Strategy and Examples", "url": "https://smartasset.com/retirement/roth-ladder-early-retirement", "published_at": "2026-09-25T19:48:52+00:00" }, { "id": "01a0e458-1117-70fb-8f0b-4689947319ef", "title": "I Inherited a House With a $300,000 Mortgage at 3.5%. Assuming the Loan Instead of Refinancing Could Save Me Up to $7,700 a Year.", "url": "https://smartasset.com/estate-planning/inherited-house-with-300k-mortgage-assuming-loan-instead-of-refinancing-could-save-money-each-year", "published_at": "2026-09-25T12:00:00+00:00" }, { "id": "01a0e458-1117-70fb-8f0b-468995227c47", "title": "I Just Inherited $200,000 Thinking the Step-Up Basis Would Cover My Taxes. Here’s What It Doesn’t Do.", "url": "https://smartasset.com/estate-planning/inherited-200k-thinking-step-up-basis-would-cover-taxes-here-is-what-it-does-not-do", "published_at": "2026-09-24T12:00:00+00:00" }, { "id": "01a0e458-1117-70fb-8f0b-468995be133b", "title": "We Retired at 63. Tapping Our 401(k) Before Social Security Changed Everything.", "url": "https://smartasset.com/retirement/retired-at-63-tapping-our-401k-before-social-security-changed-everything", "published_at": "2026-09-23T12:00:00+00:00" }, { "id": "01a0e458-1117-70fb-8f0b-4689968736f9", "title": "Where Wages are Growing — and Falling — in Texas", "url": "https://smartasset.com/data-studies/where-wages-are-growing-and-falling-in-texas", "published_at": "2026-09-23T07:23:00+00:00" }, { "id": "01a0e458-1117-70fb-8f0b-468996a826a6", "title": "Cash Gift Tax: Rules and Exemptions", "url": "https://smartasset.com/estate-planning/cash-gift-tax-rules-and-exemptions", "published_at": "2026-09-22T01:15:14+00:00" }, { "id": "01a0e458-1117-70fb-8f0b-46899730a1f4", "title": "Mega Backdoor Roth 401(k): How to Max Tax Benefits", "url": "https://smartasset.com/retirement/mega-backdoor-roth-401k-how-to-max-tax-benefits", "published_at": "2026-09-22T00:55:46+00:00" }, { "id": "01a0e458-1117-70fb-8f0b-468997e428e2", "title": "Joint Tenants in Common vs. Rights of Survivorship: Differences and Examples", "url": "https://smartasset.com/investing/joint-tenants-in-common-vs-rights-of-survivorship", "published_at": "2026-09-21T22:10:03+00:00" }, { "id": "01a0e458-1117-70fb-8f0b-46899813b982", "title": "How to Pick Dividend-Paying Stocks for Passive Income", "url": "https://smartasset.com/investing/how-to-pick-dividend-paying-stocks-for-passive-income", "published_at": "2026-09-21T21:23:25+00:00" }, { "id": "01a0e458-1117-70fb-8f0b-468998b623d7", "title": "Series 65 Exam Questions: Sample Problems to Test Your Knowledge", "url": "https://smartasset.com/advisor-resources/series-65-sample-questions", "published_at": "2026-09-21T20:01:18+00:00" }, { "id": "01a0e458-1117-70fb-8f0b-468999394c74", "title": "I’m 40 With 25 Years to Retire. Ignoring My 401(k) Match Could Cost Me Almost $165,000.", "url": "https://smartasset.com/retirement/40-with-25-years-to-retire-ignoring-401k-match-could-cost-almost-165k", "published_at": "2026-09-21T12:00:00+00:00" }, { "id": "01a0e458-1117-70fb-8f0b-4689993db4d0", "title": "Ask an Advisor: Can I Open a Roth IRA and Still Max Out My SEP IRA?", "url": "https://smartasset.com/financial-advisor/ask-an-advisor-roth-ira-and-sep-ira", "published_at": "2026-09-21T11:00:00+00:00" }, { "id": "01a0e458-1117-70fb-8f0b-4689998e41f8", "title": "Social Security at 62 vs. 65: What Is the Break Even Point?", "url": "https://smartasset.com/retirement/social-security-62-vs-65-break-even-point", "published_at": "2026-09-18T22:00:00+00:00" }, { "id": "01a0e458-1117-70fb-8f0b-46899a337504", "title": "U.S. Bonds Sell-Off: What Falling Bond Prices Tell Investors", "url": "https://smartasset.com/investing/us-bonds-sell-off", "published_at": "2026-09-18T21:09:46+00:00" }, { "id": "01a0e458-1117-70fb-8f0b-46899afbdd55", "title": "Social Security Check at 62 vs. 70: How Much Can You Get?", "url": "https://smartasset.com/retirement/social-security-check-62-vs-70", "published_at": "2026-09-18T21:00:00+00:00" }, { "id": "01a0e458-1117-70fb-8f0b-46899bd01066", "title": "Warren Buffett S&P 500: Index Fund Investment Strategy", "url": "https://smartasset.com/investing/warren-buffett-sp-500-index-fund-investment-strategy", "published_at": "2026-09-18T20:41:22+00:00" }, { "id": "01a0e458-1117-70fb-8f0b-46899c1494f7", "title": "Invest $100,000 for Monthly Income: Strategies and Examples", "url": "https://smartasset.com/investing/best-way-to-invest-100k-for-monthly-income", "published_at": "2026-09-18T19:57:14+00:00" }, { "id": "01a0e458-1117-70fb-8f0b-46899cbe264c", "title": "Social Security COLA vs. Medicare: Will Your COLA Cover Higher Premiums?", "url": "https://smartasset.com/retirement/social-security-cola-vs-medicare", "published_at": "2026-09-18T19:15:35+00:00" }, { "id": "01a0e461-a61f-739f-aac2-6e4eec9c745d", "title": "I Inherited $500,000 in a Traditional IRA. Here’s Why Delaying My First Withdrawal Could Save $85,000.", "url": "https://smartasset.com/estate-planning/inherited-500k-in-traditional-ira-here-is-why-delaying-first-withdrawal-could-save-85k", "published_at": "2026-09-18T12:00:00+00:00" }, { "id": "01a0e461-a620-72ae-91d8-a4a5e4bf3a51", "title": "How Much Do You Need to Earn to Be in the Top 1% in Your State in 2026?", "url": "https://smartasset.com/data-studies/1percentincome2026", "published_at": "2026-09-18T07:48:00+00:00" }, { "id": "01a0e461-a620-72ae-91d8-a4a5e5b9b13e", "title": "How Financial Advisors Can Build a Better Client Communication Cadence", "url": "https://smartasset.com/advisor-resources/communication-cadence-high-performing-financial-advisors-clients", "published_at": "2026-09-17T18:50:37+00:00" }, { "id": "01a0e461-a620-72ae-91d8-a4a5e64efb21", "title": "I Inherited $600,000. This One Distribution Mistake Could Trigger Almost $200,000 in Taxes.", "url": "https://smartasset.com/estate-planning/inherited-600k-one-distribution-mistake-could-trigger-almost-200k-in-taxes", "published_at": "2026-09-17T12:00:00+00:00" }, { "id": "01a0e461-a620-72ae-91d8-a4a5e6c9eebe", "title": "I’m 65 With $900k and No Pension. Here’s the Monthly Income That Actually Lasts 30 Years.", "url": "https://smartasset.com/retirement/65-with-900k-and-no-pension-here-is-monthly-income-that-lasts-30-years", "published_at": "2026-09-16T12:00:00+00:00" }, { "id": "01a0e461-a620-72ae-91d8-a4a5e739dec7", "title": "I’m 45 With 20 Years to Retire. Ignoring My 401(k) Match Could Cost Me Almost $115,000.", "url": "https://smartasset.com/retirement/45-with-20-years-to-retire-ignoring-401k-match-could-cost-almost-115k", "published_at": "2026-09-14T12:00:00+00:00" }, { "id": "01a0e461-a620-72ae-91d8-a4a5e7fb408d", "title": "Ask an Advisor: You’re Retiring With $3 Million. Will You Need Wealth Management or Just a One-Time Plan?", "url": "https://smartasset.com/financial-advisor/ask-an-advisor-3-million-ongoing-wealth-management", "published_at": "2026-09-14T11:00:00+00:00" }, { "id": "01a0e461-a620-72ae-91d8-a4a5e830872a", "title": "Where AI Could Reshape the Most Jobs — 2026 Study", "url": "https://smartasset.com/data-studies/where-ai-could-reshape-the-most-jobs-2026-study", "published_at": "2026-09-14T07:30:00+00:00" }, { "id": "01a0e461-a620-72ae-91d8-a4a5e8c1ff61", "title": "Wash Sale Rule for Stocks: Tax Deductions", "url": "https://smartasset.com/taxes/wash-sale-rule-for-stocks-tax-deductions", "published_at": "2026-09-11T18:55:56+00:00" }, { "id": "01a0e461-a620-72ae-91d8-a4a5e96e7a46", "title": "Trustee-to-Trustee Transfer: How to Move Retirement Money", "url": "https://smartasset.com/retirement/trustee-to-trustee-transfer-how-to-move-retirement-money", "published_at": "2026-09-11T17:40:21+00:00" }, { "id": "01a0e461-a620-72ae-91d8-a4a5ea44beb9", "title": "How to Communicate With Clients Across Generations and Demographics", "url": "https://smartasset.com/advisor-resources/financial-advisors-client-demographics-communication-strategies", "published_at": "2026-09-10T14:43:30+00:00" }, { "id": "01a0e461-a620-72ae-91d8-a4a5ea73676a", "title": "CFA Exam Questions: Sample Problems to Test Your Knowledge", "url": "https://smartasset.com/advisor-resources/cfa-test-sample-questions", "published_at": "2026-09-10T14:34:00+00:00" }, { "id": "01a0e461-a620-72ae-91d8-a4a5eb348384", "title": "Can I Collect Part of My Parent’s Social Security? Here’s the Truth Most People Get Wrong.", "url": "https://smartasset.com/retirement/can-i-collect-part-of-social-security-from-my-parent-here-is-what-you-can-claim", "published_at": "2026-09-10T12:00:00+00:00" }, { "id": "01a0e461-a620-72ae-91d8-a4a5eb39c30b", "title": "Retiring at 65 With $1.6 Million in a 401(k)? Your Biggest Tax Problem May Be Just 10 Years Away", "url": "https://smartasset.com/retirement/retiring-at-65-with-1-6-million-in-401k-biggest-tax-problem-may-be-10-years-away", "published_at": "2026-09-10T12:00:00+00:00" }, { "id": "01a0e461-a620-72ae-91d8-a4a5ec24a112", "title": "I Inherited a $400,000 IRA. Not Following the 10-Year Rule Could Cost Me Over $120,000 in Taxes.", "url": "https://smartasset.com/estate-planning/inherited-a-400k-ira-not-following-the-10-year-rule-could-cost-120k-in-taxes", "published_at": "2026-09-09T12:00:00+00:00" }, { "id": "01a0e461-a620-72ae-91d8-a4a5ec8548b9", "title": "Unrealized Gains: Favorable vs. Unfavorable Tax Treatment", "url": "https://smartasset.com/taxes/is-unrealized-gain-on-investments-favorable-or-unfavorable-tax-difference", "published_at": "2026-09-08T15:50:00+00:00" }, { "id": "01a0e461-a620-72ae-91d8-a4a5eccd48d3", "title": "Trust 65-Day Rule: How Distributions Affect Beneficiary Taxes", "url": "https://smartasset.com/taxes/trust-65-day-rule", "published_at": "2026-09-08T15:00:00+00:00" }, { "id": "01a0e461-a620-72ae-91d8-a4a5ed2710ab", "title": "Staying Home to Raise the Family? Here’s What the Working Spouse Needs to Earn – 2026 Study", "url": "https://smartasset.com/data-studies/stayinghomeparent2026", "published_at": "2026-09-08T07:01:00+00:00" }, { "id": "01a0e461-a620-72ae-91d8-a4a5ed83ac7b", "title": "Ask an Advisor: Is It Better to Pay a Financial Advisor a Flat Fee or a Percentage of Assets?", "url": "https://smartasset.com/financial-advisor/ask-an-advisor-is-it-better-to-pay-a-financial-advisor-a-flat-fee-or-a-percentage-of-assets", "published_at": "2026-09-07T11:00:00+00:00" }, { "id": "01a0e461-a620-72ae-91d8-a4a5ee373fcd", "title": "I Inherited $500,000. My Advisor Didn’t Mention the IRMAA Trap. Here’s What It Cost.", "url": "https://smartasset.com/estate-planning/inherited-500k-my-advisor-did-not-mention-the-irmaa-trap-here-is-what-it-cost", "published_at": "2026-09-04T12:00:00+00:00" }, { "id": "01a0e46e-1124-72a8-b041-95ec1aceb2ed", "title": "How Are Annuities Taxed? Withdrawals, Payouts and Penalties", "url": "https://smartasset.com/retirement/how-are-annuities-taxed-withdrawals-payouts-and-penalties", "published_at": "2026-09-04T01:09:22+00:00" }, { "id": "01a0e46e-1124-72a8-b041-95ec1b05f548", "title": "I Inherited $100,000. What Should I Do?", "url": "https://smartasset.com/estate-planning/i-inherited-100000-what-should-i-do", "published_at": "2026-09-04T00:37:05+00:00" }, { "id": "01a0e46e-1124-72a8-b041-95ec1be3f85c", "title": "I Inherited $150,000. In 20 Years, Smart Tax Planning Could Grow This to $580,000.", "url": "https://smartasset.com/estate-planning/inherited-150k-smart-tax-planning-could-grow-this-in-20-years-to-580k", "published_at": "2026-09-02T12:00:00+00:00" }, { "id": "01a0e46e-1124-72a8-b041-95ec1c32e45e", "title": "Marketing Financial Services to Women: What Advisors Need to Know", "url": "https://smartasset.com/advisor-resources/financial-advisor-marketing-for-women", "published_at": "2026-09-01T17:11:06+00:00" }, { "id": "01a0e46e-1124-72a8-b041-95ec1c4f9190", "title": "Successor Beneficiary of Inherited IRA: Rules, Options and Tax", "url": "https://smartasset.com/retirement/successor-beneficiary-of-inherited-ira", "published_at": "2026-09-01T15:45:00+00:00" }, { "id": "01a0e46e-1124-72a8-b041-95ec1cd68bb8", "title": "I Inherited an IRA That Was Already Inherited. These Are the Rules Nobody Warned Me About.", "url": "https://smartasset.com/retirement/i-inherited-an-ira-that-was-already-inherited-these-are-the-rules-nobody-warned-me-about", "published_at": "2026-09-01T12:00:00+00:00" }, { "id": "01a0e46e-1124-72a8-b041-95ec1d5654db", "title": "Ask an Advisor: Should I Claim Social Security at 62 or Tap My 401(k) First?", "url": "https://smartasset.com/financial-advisor/ask-an-advisor-social-security-at-62-or-withdraw-from-401k", "published_at": "2026-09-01T11:00:00+00:00" }, { "id": "01a0e46e-1124-72a8-b041-95ec1df2d8f8", "title": "The Labor Day Gas Price Burden", "url": "https://smartasset.com/data-studies/the-labor-day-gas-price-burden", "published_at": "2026-09-01T07:55:00+00:00" }, { "id": "01a0e46e-1124-72a8-b041-95ec1e1dca09", "title": "I Inherited $300,000. Here’s What This Could Be Worth in 30 Years If I Avoid the Tax Traps.", "url": "https://smartasset.com/estate-planning/inherited-300k-here-is-what-it-could-be-worth-in-30-years-avoiding-tax-traps", "published_at": "2026-08-31T12:00:00+00:00" }, { "id": "01a0e46e-1124-72a8-b041-95ec1e3b932b", "title": "How Much Does a Dependent Reduce Taxes on a Paycheck?", "url": "https://smartasset.com/taxes/how-much-does-a-dependent-reduce-your-taxes-on-paycheck", "published_at": "2026-08-28T23:03:00+00:00" }, { "id": "01a0e46e-1124-72a8-b041-95ec1ede158b", "title": "TSP Roth Conversion: Tax Rules and Examples", "url": "https://smartasset.com/retirement/tsp-roth-conversion", "published_at": "2026-08-28T22:02:44+00:00" }, { "id": "01a0e46e-1124-72a8-b041-95ec1f638f0d", "title": "The Average 401(k) Balance Is $351,242. Ignoring This Tax Rule Can Cost You Thousands.", "url": "https://smartasset.com/retirement/average-401k-balance-is-351k-ignoring-this-tax-rule-can-cost-thousands", "published_at": "2026-08-28T12:00:00+00:00" }, { "id": "01a0e46e-1125-7396-9ee7-bc65e752e594", "title": "CPA Exam Questions: Sample Problems to Test Your Knowledge", "url": "https://smartasset.com/advisor-resources/cpa-exam-questions-sample-problems-to-test-your-knowledge", "published_at": "2026-08-26T14:55:33+00:00" }, { "id": "01a0e46e-1125-7396-9ee7-bc65e78f7907", "title": "Financial Services Thought Leadership: How Advisors Build the Credibility That Wins Clients", "url": "https://smartasset.com/advisor-resources/financial-services-thought-leadership", "published_at": "2026-08-26T14:53:13+00:00" }, { "id": "01a0e46e-1125-7396-9ee7-bc65e814b1da", "title": "I Have 10 Years Left to Retire. Missing My Boss’s 401(k) Match Could Cost Me This Much in Retirement.", "url": "https://smartasset.com/retirement/10-years-left-to-retire-missing-employer-401k-match-could-cost-this-much-in-retirement", "published_at": "2026-08-26T12:00:00+00:00" }, { "id": "01a0e46e-1125-7396-9ee7-bc65e8b77a00", "title": "Who Gets the Money? Federal Spending by County in 2025-26", "url": "https://smartasset.com/data-studies/who-gets-the-money", "published_at": "2026-08-26T07:32:00+00:00" }, { "id": "01a0e46e-1125-7396-9ee7-bc65e93c1961", "title": "How to Invest in International ETFs: Benefits, Risks and Strategies", "url": "https://smartasset.com/investing/how-to-invest-in-international-etfs", "published_at": "2026-08-24T22:41:02+00:00" }, { "id": "01a0e46e-1125-7396-9ee7-bc65e9cf3319", "title": "How to Value an Estate for Inheritance Tax: Calculations and Examples", "url": "https://smartasset.com/estate-planning/how-to-value-estate-for-inheritance-tax", "published_at": "2026-08-24T22:15:38+00:00" }, { "id": "01a0e46e-1125-7396-9ee7-bc65ea3f4031", "title": "A Living Trust in My State Cost More Than I Expected. Here’s What It Actually Bought Me.", "url": "https://smartasset.com/estate-planning/living-trust-in-my-state-cost-more-than-expected-here-is-what-it-bought-me", "published_at": "2026-08-24T12:00:00+00:00" }, { "id": "01a0e46e-1125-7396-9ee7-bc65eaf85575", "title": "I Just Inherited $250,000. Here’s the Tax Mistake That Could Cost Me $75,000.", "url": "https://smartasset.com/estate-planning/inherited-250k-this-tax-mistake-could-cost-75k", "published_at": "2026-08-24T12:00:00+00:00" }, { "id": "01a0e477-0adf-71a6-a239-028671294c95", "title": "How to Avoid Capital Gains Taxes on an Inherited House: Strategies and Examples", "url": "https://smartasset.com/taxes/inherit-house-avoid-capital-gains", "published_at": "2026-08-24T01:37:20+00:00" }, { "id": "01a0e477-0adf-71a6-a239-028671856c79", "title": "I am 59 With $1.6 Million and Ready to Retire. Not Budgeting for This Expense Almost Stopped Me.", "url": "https://smartasset.com/retirement/i-am-59-with-1-6-million-and-ready-to-retire-not-budgeting-for-this-expense-almost-stopped-me", "published_at": "2026-08-21T12:00:00+00:00" }, { "id": "01a0e477-0adf-71a6-a239-0286719c173c", "title": "Is the 4% Rule Limiting Your Retirement Income? Using a 5% Withdrawal Rate May Let You Spend This Much More.", "url": "https://smartasset.com/retirement/is-4-percent-rule-limiting-retirement-income-here-is-how-much-more-5-percent-may-let-you-spend", "published_at": "2026-08-20T12:00:00+00:00" }, { "id": "01a0e477-0adf-71a6-a239-028671e92b8b", "title": "Will Doubling Your Earnings Double Your Social Security? Here’s How Much You May Collect With $75k and $150k Salaries.", "url": "https://smartasset.com/retirement/will-doubling-earnings-double-social-security-here-is-how-much-75k-and-150k-salaries-may-collect", "published_at": "2026-08-19T12:00:00+00:00" }, { "id": "01a0e477-0adf-71a6-a239-02867237d333", "title": "Does Inheritance Count as Income: Rules and Exceptions", "url": "https://smartasset.com/estate-planning/does-inheritance-count-as-income-rules-and-exceptions", "published_at": "2026-08-18T20:45:33+00:00" }, { "id": "01a0e477-0adf-71a6-a239-028672eb7b62", "title": "What Happens to My 401(k) If I Die Without Naming Anyone? More Than I Expected.", "url": "https://smartasset.com/estate-planning/what-happens-to-my-401k-if-i-die-without-naming-anyone", "published_at": "2026-08-18T12:00:00+00:00" }, { "id": "01a0e477-0adf-71a6-a239-028673d98c4a", "title": "Is $2.5M Enough to Spend $100K a Year in Retirement, Or Will Taxes Leave Me Short?", "url": "https://smartasset.com/retirement/is-2-5-million-enough-to-spend-100k-a-year-in-retirement-or-will-taxes-leave-me-short", "published_at": "2026-08-18T12:00:00+00:00" }, { "id": "01a0e477-0adf-71a6-a239-02867478eda6", "title": "I Want to Retire at 52. Can a Roth Conversion Ladder Let Me Access Retirement Savings Penalty-Free?", "url": "https://smartasset.com/retirement/want-to-retire-at-52-can-roth-conversion-ladder-let-me-access-retirement-savings-penalty-free", "published_at": "2026-08-17T12:00:00+00:00" }, { "id": "01a0e477-0adf-71a6-a239-0286755ba89e", "title": "Ask an Advisor: I’ve Been Saving in My 401(k) for 16 Years but My Company Doesn’t Contribute. Should I Invest Elsewhere?", "url": "https://smartasset.com/financial-advisor/ask-an-advisor-should-i-invest-elsewhere", "published_at": "2026-08-17T11:00:00+00:00" }, { "id": "01a0e477-0adf-71a6-a239-02867635b804", "title": "U.S. Population Trends by State: Winners and Losers – 2026 Study", "url": "https://smartasset.com/data-studies/u-s-population-trends-by-state-winners-and-losers-2026-study", "published_at": "2026-08-17T07:42:00+00:00" }, { "id": "01a0e477-0adf-71a6-a239-0286769bc16a", "title": "How to Invest Your Inherited Money: Tips and Examples", "url": "https://smartasset.com/estate-planning/how-to-invest-inherited-money", "published_at": "2026-08-14T22:00:00+00:00" }, { "id": "01a0e477-0adf-71a6-a239-0286772aea1d", "title": "I Rolled Over My 401(k) With a Check. Will It Trigger a 10% Penalty?", "url": "https://smartasset.com/retirement/rolled-over-401k-with-check-will-it-trigger-10-percent-penalty", "published_at": "2026-08-14T12:00:00+00:00" }, { "id": "01a0e477-0adf-71a6-a239-028677f297d2", "title": "Berkshire Hathaway vs. Nvidia: If You Invested $2,000 in Each 15 Years Ago, Which Is Worth More Today?", "url": "https://smartasset.com/investing/berkshire-hathaway-vs-nvidia-invested-2k-in-each-15-years-ago-which-is-worth-more", "published_at": "2026-08-13T12:00:00+00:00" }, { "id": "01a0e477-0adf-71a6-a239-0286781d1b0a", "title": "Here’s the Salary It Takes to Live Comfortably in Each U.S. State in 2026", "url": "https://smartasset.com/data-studies/heres-the-salary-it-takes-to-live-comfortably-in-each-u-s-state-in-2026", "published_at": "2026-08-13T07:52:00+00:00" }, { "id": "01a0e477-0adf-71a6-a239-028678c66334", "title": "I Need $10,000 in Monthly Retirement Income. Is a $1 Million Portfolio Enough?", "url": "https://smartasset.com/retirement/need-10k-monthly-retirement-income-is-1-million-portfolio-enough", "published_at": "2026-08-12T12:00:00+00:00" }, { "id": "01a0e477-0adf-71a6-a239-0286796cc6d0", "title": "I Need $5,000 in Monthly Retirement Income. Is a $500,000 Portfolio Enough?", "url": "https://smartasset.com/retirement/need-5k-monthly-retirement-income-is-500k-portfolio-enough", "published_at": "2026-08-11T12:00:00+00:00" }, { "id": "01a0e477-0adf-71a6-a239-02867a2939b5", "title": "How to Avoid Taxes When You Inherit Cash: Strategies and Examples", "url": "https://smartasset.com/estate-planning/how-to-avoid-taxes-when-you-inherit-cash", "published_at": "2026-08-10T22:22:28+00:00" }, { "id": "01a0e477-0adf-71a6-a239-02867ac15a31", "title": "I Wanted to Live Off Dividends in Retirement. Here’s the Portfolio Size It Actually Takes.", "url": "https://smartasset.com/investing/i-want-to-live-off-dividends-in-retirement-here-is-the-portfolio-size-it-takes", "published_at": "2026-08-10T12:00:00+00:00" }, { "id": "01a0e477-0adf-71a6-a239-02867b1f1b4e", "title": "Apple vs. Nvidia: If You Invested $2,000 in Each 15 Years Ago, Which Is Worth More Today?", "url": "https://smartasset.com/investing/apple-vs-nvidia-nvested-2k-in-each-15-years-ago-which-is-worth-more", "published_at": "2026-08-10T12:00:00+00:00" }, { "id": "01a0e477-0adf-71a6-a239-02867bebf5a5", "title": "Ask an Advisor: Can I Roll Discounted Employee Stock Into a Roth IRA?", "url": "https://smartasset.com/financial-advisor/ask-an-advisor-discounted-employee-stock", "published_at": "2026-08-10T11:00:00+00:00" }, { "id": "01a0e47e-3dbd-71d8-ae09-abbcfae5363e", "title": "Where Young Adults are House Hunting", "url": "https://smartasset.com/data-studies/where-young-adults-are-house-hunting", "published_at": "2026-08-10T07:57:00+00:00" }, { "id": "01a0e47e-3dbd-71d8-ae09-abbcfb318903", "title": "If You Invested $2K in Meta at Its 2012 IPO, How Much Could You Have Now?", "url": "https://smartasset.com/investing/you-invested-2k-in-meta-at-2012-ipo-how-much-could-you-have-now", "published_at": "2026-08-07T12:00:00+00:00" }, { "id": "01a0e47e-3dbd-71d8-ae09-abbcfb4e406d", "title": "If You Invested $2K in Tesla 15 Years Ago, How Much Could You Have Now?", "url": "https://smartasset.com/investing/you-invested-2k-in-tesla-15-years-ago-how-much-could-you-have-now", "published_at": "2026-08-06T12:00:00+00:00" }, { "id": "01a0e47e-3dbd-71d8-ae09-abbcfc1cdeb1", "title": "Where Incomes Increased and Decreased – 2026 Study", "url": "https://smartasset.com/data-studies/where-incomes-increased-and-decreased-2026-study", "published_at": "2026-08-06T10:00:00+00:00" }, { "id": "01a0e47e-3dbd-71d8-ae09-abbcfc7132db", "title": "What Is IPO Flipping? How It Works and Key Risks", "url": "https://smartasset.com/investing/ipo-flipping", "published_at": "2026-08-05T21:02:47+00:00" }, { "id": "01a0e47e-3dbd-71d8-ae09-abbcfd65efce", "title": "I Just Inherited My Spouse’s IRA. If I Miss This 60-Day Window, Could I Owe Taxes I Didn’t Expect?", "url": "https://smartasset.com/estate-planning/just-inherited-ira-from-spouse-if-i-miss-60-day-window-could-i-owe-unexpected-taxes", "published_at": "2026-08-05T12:00:00+00:00" }, { "id": "01a0e47e-3dbd-71d8-ae09-abbcfd7e2675", "title": "Series 7 Exam Questions: Sample Problems to Test Your Knowledge", "url": "https://smartasset.com/advisor-resources/series-7-sample-questions", "published_at": "2026-08-04T22:12:45+00:00" }, { "id": "01a0e47e-3dbd-71d8-ae09-abbcfe49b64d", "title": "Lead Generation for Financial Services: Strategies to Fill Your Pipeline Without Cold-Calling", "url": "https://smartasset.com/advisor-resources/lead-generation-for-financial-services", "published_at": "2026-08-04T22:11:17+00:00" }, { "id": "01a0e47e-3dbd-71d8-ae09-abbcff307de8", "title": "I Just Inherited an Annuity. If I Wait Past One Year, Will I Lose My Best Payout Option?", "url": "https://smartasset.com/estate-planning/just-inherited-an-annuity-if-i-wait-past-one-year-will-i-lose-my-best-payout-option", "published_at": "2026-08-04T12:00:00+00:00" }, { "id": "01a0e47e-3dbd-71d8-ae09-abbcff6f9e1a", "title": "I’m 50 and Felt Hopelessly Behind on Retirement. Then I Ran the Real Numbers.", "url": "https://smartasset.com/retirement/i-am-50-and-fell-behind-on-retirement-then-i-ran-the-real-numbers", "published_at": "2026-08-03T12:00:00+00:00" }, { "id": "01a0e47e-3dbd-71d8-ae09-abbcff7991d9", "title": "If You Invested $5K in the SpaceX IPO, How Much Do You Have Now?", "url": "https://smartasset.com/investing/if-you-invested-5k-in-spacex-ipo-how-much-do-you-have-now", "published_at": "2026-08-03T12:00:00+00:00" }, { "id": "01a0e47e-3dbd-71d8-ae09-abbcffdbc52d", "title": "Ask an Advisor: Should I Put My Home and Other Assets in a Trust? When Does it Make Sense for the Average Retiree?", "url": "https://smartasset.com/financial-advisor/ask-an-advisor-when-does-a-trust-makesense", "published_at": "2026-08-03T11:00:00+00:00" }, { "id": "01a0e47e-3dbd-71d8-ae09-abbcffed1bd5", "title": "What Should a Financial Advisor’s Website Include to Generate Leads?", "url": "https://smartasset.com/advisor-resources/financial-advisor-website-lead-gen", "published_at": "2026-07-31T13:31:33+00:00" }, { "id": "01a0e47e-3dbd-71d8-ae09-abbd0021c3e0", "title": "I Just Inherited a Roth IRA. Does the 10-Year Rule Still Apply, Even Though It’s Tax-Free?", "url": "https://smartasset.com/estate-planning/i-inherited-a-roth-ira-does-10-year-rule-apply-even-though-it-is-tax-free", "published_at": "2026-07-31T12:00:00+00:00" }, { "id": "01a0e47e-3dbd-71d8-ae09-abbd0050303a", "title": "Where Wage Inequality Is Increasing and Decreasing – 2026 Study", "url": "https://smartasset.com/data-studies/where-wage-inequality-is-increasing-and-decreasing-2026-study", "published_at": "2026-07-31T06:29:00+00:00" }, { "id": "01a0e47e-3dbd-71d8-ae09-abbd00e43050", "title": "I’m on Social Security. Do I Even Have to File a Tax Return Anymore?", "url": "https://smartasset.com/retirement/i-am-on-social-security-do-i-have-to-file-a-tax-return-anymore", "published_at": "2026-07-30T12:00:00+00:00" }, { "id": "01a0e47e-3dbd-71d8-ae09-abbd0131e196", "title": "I Just Inherited a House. Could Waiting Past 6 Months Cost Me a Valuable Tax Break?", "url": "https://smartasset.com/estate-planning/i-inherited-a-house-could-waiting-past-6-months-cost-a-valuable-tax-break", "published_at": "2026-07-30T12:00:00+00:00" }, { "id": "01a0e47e-3dbd-71d8-ae09-abbd01806e9f", "title": "I’m 67 With $48,000 in Income. Here’s Exactly How the New $6,000 Senior Deduction Cuts My 2026 Tax Bill.", "url": "https://smartasset.com/retirement/67-with-48000-income-here-is-how-the-new-6000-senior-deduction-cuts-my-tax-bill", "published_at": "2026-07-29T12:00:00+00:00" }, { "id": "01a0e47e-3dbd-71d8-ae09-abbd01e6e4eb", "title": "If You Invested $10,000 in Tesla 5 Years Ago, How Much Could You Have Now?", "url": "https://smartasset.com/investing/if-you-invested-10000-in-tesla-5-years-ago-how-much-could-you-have-now", "published_at": "2026-07-29T12:00:00+00:00" }, { "id": "01a0e47e-3dbd-71d8-ae09-abbd0284f4f7", "title": "I Inherited a $400k IRA. The 10-Year Rule Could Hand the IRS a Third of It Unless I Act Now", "url": "https://smartasset.com/retirement/i-inherited-a-400k-ira-10-year-rule-could-hand-irs-a-third-unless-i-act-now", "published_at": "2026-07-28T12:00:00+00:00" } ] posts Claim your blog
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2026

Advance Directive vs. Power of Attorney: Differences and Examplesoriginal ↗
25 Sept 2026
How Financial Advisors Handle Multi-State Clientsoriginal ↗
25 Sept 2026
Early Retirement With a Roth Ladder: Strategy and Examplesoriginal ↗
25 Sept 2026
I Inherited a House With a $300,000 Mortgage at 3.5%. Assuming the Loan Instead of Refinancing Could Save Me Up to $7,700 a Year.original ↗
25 Sept 2026
I Just Inherited $200,000 Thinking the Step-Up Basis Would Cover My Taxes. Here’s What It Doesn’t Do.original ↗
24 Sept 2026
We Retired at 63. Tapping Our 401(k) Before Social Security Changed Everything.original ↗
23 Sept 2026
Where Wages are Growing — and Falling — in Texasoriginal ↗
23 Sept 2026
Cash Gift Tax: Rules and Exemptionsoriginal ↗
22 Sept 2026
Mega Backdoor Roth 401(k): How to Max Tax Benefitsoriginal ↗
22 Sept 2026
Joint Tenants in Common vs. Rights of Survivorship: Differences and Examplesoriginal ↗
21 Sept 2026
How to Pick Dividend-Paying Stocks for Passive Incomeoriginal ↗
21 Sept 2026
Series 65 Exam Questions: Sample Problems to Test Your Knowledgeoriginal ↗
21 Sept 2026
I’m 40 With 25 Years to Retire. Ignoring My 401(k) Match Could Cost Me Almost $165,000.original ↗
21 Sept 2026
Ask an Advisor: Can I Open a Roth IRA and Still Max Out My SEP IRA?original ↗
21 Sept 2026
Social Security at 62 vs. 65: What Is the Break Even Point?original ↗
18 Sept 2026
U.S. Bonds Sell-Off: What Falling Bond Prices Tell Investorsoriginal ↗
18 Sept 2026
Social Security Check at 62 vs. 70: How Much Can You Get?original ↗
18 Sept 2026
Warren Buffett S&P 500: Index Fund Investment Strategyoriginal ↗
18 Sept 2026
Invest $100,000 for Monthly Income: Strategies and Examplesoriginal ↗
18 Sept 2026
Social Security COLA vs. Medicare: Will Your COLA Cover Higher Premiums?original ↗
18 Sept 2026
I Inherited $500,000 in a Traditional IRA. Here’s Why Delaying My First Withdrawal Could Save $85,000.original ↗
18 Sept 2026
How Much Do You Need to Earn to Be in the Top 1% in Your State in 2026?original ↗
18 Sept 2026
How Financial Advisors Can Build a Better Client Communication Cadenceoriginal ↗
17 Sept 2026
I Inherited $600,000. This One Distribution Mistake Could Trigger Almost $200,000 in Taxes.original ↗
17 Sept 2026
I’m 65 With $900k and No Pension. Here’s the Monthly Income That Actually Lasts 30 Years.original ↗
16 Sept 2026
I’m 45 With 20 Years to Retire. Ignoring My 401(k) Match Could Cost Me Almost $115,000.original ↗
14 Sept 2026
Ask an Advisor: You’re Retiring With $3 Million. Will You Need Wealth Management or Just a One-Time Plan?original ↗
14 Sept 2026
Where AI Could Reshape the Most Jobs — 2026 Studyoriginal ↗
14 Sept 2026
Wash Sale Rule for Stocks: Tax Deductionsoriginal ↗
11 Sept 2026
Trustee-to-Trustee Transfer: How to Move Retirement Moneyoriginal ↗
11 Sept 2026
How to Communicate With Clients Across Generations and Demographicsoriginal ↗
10 Sept 2026
CFA Exam Questions: Sample Problems to Test Your Knowledgeoriginal ↗
10 Sept 2026
Can I Collect Part of My Parent’s Social Security? Here’s the Truth Most People Get Wrong.original ↗
10 Sept 2026
Retiring at 65 With $1.6 Million in a 401(k)? Your Biggest Tax Problem May Be Just 10 Years Awayoriginal ↗
10 Sept 2026
I Inherited a $400,000 IRA. Not Following the 10-Year Rule Could Cost Me Over $120,000 in Taxes.original ↗
9 Sept 2026
Unrealized Gains: Favorable vs. Unfavorable Tax Treatmentoriginal ↗
8 Sept 2026
Trust 65-Day Rule: How Distributions Affect Beneficiary Taxesoriginal ↗
8 Sept 2026
Staying Home to Raise the Family? Here’s What the Working Spouse Needs to Earn – 2026 Studyoriginal ↗
8 Sept 2026
Ask an Advisor: Is It Better to Pay a Financial Advisor a Flat Fee or a Percentage of Assets?original ↗
7 Sept 2026
I Inherited $500,000. My Advisor Didn’t Mention the IRMAA Trap. Here’s What It Cost.original ↗
4 Sept 2026
How Are Annuities Taxed? Withdrawals, Payouts and Penaltiesoriginal ↗
4 Sept 2026
I Inherited $100,000. What Should I Do?original ↗
4 Sept 2026
I Inherited $150,000. In 20 Years, Smart Tax Planning Could Grow This to $580,000.original ↗
2 Sept 2026
Marketing Financial Services to Women: What Advisors Need to Knoworiginal ↗
1 Sept 2026
Successor Beneficiary of Inherited IRA: Rules, Options and Taxoriginal ↗
1 Sept 2026
I Inherited an IRA That Was Already Inherited. These Are the Rules Nobody Warned Me About.original ↗
1 Sept 2026
Ask an Advisor: Should I Claim Social Security at 62 or Tap My 401(k) First?original ↗
1 Sept 2026
The Labor Day Gas Price Burdenoriginal ↗
1 Sept 2026
I Inherited $300,000. Here’s What This Could Be Worth in 30 Years If I Avoid the Tax Traps.original ↗
31 Aug 2026
How Much Does a Dependent Reduce Taxes on a Paycheck?original ↗
28 Aug 2026
TSP Roth Conversion: Tax Rules and Examplesoriginal ↗
28 Aug 2026
The Average 401(k) Balance Is $351,242. Ignoring This Tax Rule Can Cost You Thousands.original ↗
28 Aug 2026
CPA Exam Questions: Sample Problems to Test Your Knowledgeoriginal ↗
26 Aug 2026
Financial Services Thought Leadership: How Advisors Build the Credibility That Wins Clientsoriginal ↗
26 Aug 2026
I Have 10 Years Left to Retire. Missing My Boss’s 401(k) Match Could Cost Me This Much in Retirement.original ↗
26 Aug 2026
Who Gets the Money? Federal Spending by County in 2025-26original ↗
26 Aug 2026
How to Invest in International ETFs: Benefits, Risks and Strategiesoriginal ↗
24 Aug 2026
How to Value an Estate for Inheritance Tax: Calculations and Examplesoriginal ↗
24 Aug 2026
A Living Trust in My State Cost More Than I Expected. Here’s What It Actually Bought Me.original ↗
24 Aug 2026
I Just Inherited $250,000. Here’s the Tax Mistake That Could Cost Me $75,000.original ↗
24 Aug 2026
How to Avoid Capital Gains Taxes on an Inherited House: Strategies and Examplesoriginal ↗
24 Aug 2026
I am 59 With $1.6 Million and Ready to Retire. Not Budgeting for This Expense Almost Stopped Me.original ↗
21 Aug 2026
Is the 4% Rule Limiting Your Retirement Income? Using a 5% Withdrawal Rate May Let You Spend This Much More.original ↗
20 Aug 2026
Will Doubling Your Earnings Double Your Social Security? Here’s How Much You May Collect With $75k and $150k Salaries.original ↗
19 Aug 2026
Does Inheritance Count as Income: Rules and Exceptionsoriginal ↗
18 Aug 2026
What Happens to My 401(k) If I Die Without Naming Anyone? More Than I Expected.original ↗
18 Aug 2026
Is $2.5M Enough to Spend $100K a Year in Retirement, Or Will Taxes Leave Me Short?original ↗
18 Aug 2026
I Want to Retire at 52. Can a Roth Conversion Ladder Let Me Access Retirement Savings Penalty-Free?original ↗
17 Aug 2026
Ask an Advisor: I’ve Been Saving in My 401(k) for 16 Years but My Company Doesn’t Contribute. Should I Invest Elsewhere?original ↗
17 Aug 2026
U.S. Population Trends by State: Winners and Losers – 2026 Studyoriginal ↗
17 Aug 2026
How to Invest Your Inherited Money: Tips and Examplesoriginal ↗
14 Aug 2026
I Rolled Over My 401(k) With a Check. Will It Trigger a 10% Penalty?original ↗
14 Aug 2026
Berkshire Hathaway vs. Nvidia: If You Invested $2,000 in Each 15 Years Ago, Which Is Worth More Today?original ↗
13 Aug 2026
Here’s the Salary It Takes to Live Comfortably in Each U.S. State in 2026original ↗
13 Aug 2026
I Need $10,000 in Monthly Retirement Income. Is a $1 Million Portfolio Enough?original ↗
12 Aug 2026
I Need $5,000 in Monthly Retirement Income. Is a $500,000 Portfolio Enough?original ↗
11 Aug 2026
How to Avoid Taxes When You Inherit Cash: Strategies and Examplesoriginal ↗
10 Aug 2026
I Wanted to Live Off Dividends in Retirement. Here’s the Portfolio Size It Actually Takes.original ↗
10 Aug 2026
Apple vs. Nvidia: If You Invested $2,000 in Each 15 Years Ago, Which Is Worth More Today?original ↗
10 Aug 2026
Ask an Advisor: Can I Roll Discounted Employee Stock Into a Roth IRA?original ↗
10 Aug 2026
Where Young Adults are House Huntingoriginal ↗
10 Aug 2026
If You Invested $2K in Meta at Its 2012 IPO, How Much Could You Have Now?original ↗
7 Aug 2026
If You Invested $2K in Tesla 15 Years Ago, How Much Could You Have Now?original ↗
6 Aug 2026
Where Incomes Increased and Decreased – 2026 Studyoriginal ↗
6 Aug 2026
What Is IPO Flipping? How It Works and Key Risksoriginal ↗
5 Aug 2026
I Just Inherited My Spouse’s IRA. If I Miss This 60-Day Window, Could I Owe Taxes I Didn’t Expect?original ↗
5 Aug 2026
Series 7 Exam Questions: Sample Problems to Test Your Knowledgeoriginal ↗
4 Aug 2026
Lead Generation for Financial Services: Strategies to Fill Your Pipeline Without Cold-Callingoriginal ↗
4 Aug 2026
I Just Inherited an Annuity. If I Wait Past One Year, Will I Lose My Best Payout Option?original ↗
4 Aug 2026
I’m 50 and Felt Hopelessly Behind on Retirement. Then I Ran the Real Numbers.original ↗
3 Aug 2026
If You Invested $5K in the SpaceX IPO, How Much Do You Have Now?original ↗
3 Aug 2026
Ask an Advisor: Should I Put My Home and Other Assets in a Trust? When Does it Make Sense for the Average Retiree?original ↗
3 Aug 2026
What Should a Financial Advisor’s Website Include to Generate Leads?original ↗
31 Jul 2026
I Just Inherited a Roth IRA. Does the 10-Year Rule Still Apply, Even Though It’s Tax-Free?original ↗
31 Jul 2026
Where Wage Inequality Is Increasing and Decreasing – 2026 Studyoriginal ↗
31 Jul 2026
I’m on Social Security. Do I Even Have to File a Tax Return Anymore?original ↗
30 Jul 2026
I Just Inherited a House. Could Waiting Past 6 Months Cost Me a Valuable Tax Break?original ↗
30 Jul 2026
I’m 67 With $48,000 in Income. Here’s Exactly How the New $6,000 Senior Deduction Cuts My 2026 Tax Bill.original ↗
29 Jul 2026
If You Invested $10,000 in Tesla 5 Years Ago, How Much Could You Have Now?original ↗
29 Jul 2026
I Inherited a $400k IRA. The 10-Year Rule Could Hand the IRS a Third of It Unless I Act Noworiginal ↗
28 Jul 2026
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