Retail stock investors are said to be living in a golden age when it comes to the convenience and cost of trading. But picking a broker should still be a conscious decision. We look at today’s options.

Links mentioned in this episode:

The Best Online Brokers and Trading Platforms, 2022
https://www.kiplinger.com/investing/wealth-management/online-brokers/605136/the-best-online-brokers-and-trading-platforms

Who Are the Best Small Online Brokers?
https://www.kiplinger.com/investing/wealth-management/online-brokers/605137/who-are-the-best-small-online-brokers

How a Stock Trade Actually Works
https://www.kiplinger.com/investing/stocks/601905/anatomy-of-a-stock-trade

If you’ve dutifully socked away money in a 401(k) or IRA for years, you could be in for an unpleasant shock when it comes time to take money out of those accounts. Also, the IRS is sending out a surprise round of checks.

Links mentioned in this episode:

https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb

 https://www.kiplinger.com/retirement/retirement-planning/605146/watch-out-rmds-can-trigger-massive-medicare-means-testing

 https://www.kiplinger.com/taxes/tax-refunds/605135/irs-tax-refunds-for-late-filing-penalty

https://www.kiplinger.com/retirement/medicare/602937/you-can-appeal-a-medicare-premium-surcharge

Kalman Chany, author of the Princeton Review’s Paying for College will help you find every bit of tax relief available. Also, the USPS raises rates for the holidays.

Links mentioned in this episode:

USPS to Raise Rates for "Holiday" Season Again

https://www.kiplinger.com/personal-finance/605110/usps-to-raise-rates-for-holiday-season-again

Paying for College, 2023: Everything You Need to Maximize Financial Aid and Afford College
https://www.amazon.com/Paying-College-2023-Everything-Admissions/dp/0593516494

Fight Inflation with Series I Bonds
https://www.kiplinger.com/personal-finance/banking/savings/savings-bonds/603848/fight-inflation-with-series-i-bonds

IRS Publication 970: Tax Benefits for Education
https://www.irs.gov/pub/irs-pdf/p970.pdf

Grandparents: Now is the Time to Contribute to Your Grandkid's 529 Plans
https://www.kiplinger.com/personal-finance/careers/college/605082/grandparents-now-is-the-time-to-contribute-to-your