New From WISER

What You Need to Know About Taxes for 2014

Women going over papers at desk

It's that time of year again--tax season. Read WISER's 2014 tax update to see how tax rules in 2014 might apply to you when you file your tax returns. And don't forget to learn about the Saver's Tax Credit to see if you qualify.

IRS Announces New Retirement Plan Limits

For 2015, the IRS announced new dollar limitations for pensions and other retirement plans. The adjusted gross income limit for the Saver's Credit is now $61,000 for married couples filing jointly, $45,750 for heads of households, and $30,500 for married couples filing separately and singles. The IRA contribution remains at $5,500, or $6,500 if you're 50+.

To learn more about limits for other plans, click here.

Protect Yourself and Your Loved Ones

Hand in a retirement jar

Financial fraud and scams that target seniors are on the rise. Read this important section on Elder Financial Fraud and Abuse from WISER's booklet to learn about the different types of fraud and scams, how to spot them, and what do if you or someone you know becomes a victim.

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Checklist

5 Steps for Financial Planning

Now is the perfect time to review your finances, save a little extra, and plan for your future. Start 2015 off right with these 5 steps.

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Wiser Top Five:

WISER's Top Five Retirement Challenges for Women

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Wiser Checklist:

WISER's "Too Good To Be True" Checklist

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Wiser Tools:

Retirement Income Calculator

Use WISER's calculator to determine when you should start saving for retirement and how much you can really afford to save. It's an excel file.

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