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Articles
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2 days ago |
smartasset.com | Eric Reed
A backdoor Roth can sometimes be a good idea. The government puts income limits on who can contribute to a Roth IRA portfolio. In 2025, these limits are set at $165,000 for single filers, and $246,000 for joint filers. If you’re above this cap, you cannot contribute money to a Roth IRA. However, there is no income limit on converting money to a Roth IRA.
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3 days ago |
smartasset.com | Eric Reed
Let’s say that you would like to give money to your son and his wife. How much can you give them without triggering the gift tax? There are two answers to that. First, each year you can give them up to $19,000 without reporting the gift to the IRS. Second, in addition to this annual giving, you can give them up to $13.99 million over the course of your lifetime without paying taxes. These numbers represent the 2025 limits. Here’s what to know and how it might change over time.
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1 week ago |
smartasset.com | Rebecca Lake
Increasing assets under management (AUM) is a common goal for growth-focused advisors. You may know, however, that building a book of business is sometimes easier said than done. Niching down to focus on clients in a particular asset range is one way to counter the challenges of growing in a competitive market. Here’s how to get more clients and help boost your AUM.
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1 week ago |
smartasset.com | Jaclyn DeJohn
Affordability is just one component of buying a new home. Hopeful first-time homebuyers would be prudent to consider the competitive landscape, lifestyle, social and future growth potential of their home. Taking on such a large investment, particularly when the costs of homeownership may outpace the costs of renting in some places, requires planning ahead in terms of your career and family, as well as your budget.
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1 week ago |
smartasset.com | Mark Henricks
Your current tax bracket is an important consideration when evaluating whether to convert a tax-deferred retirement account to a Roth account. However, it’s just one of several elements to keep in mind. For example, your tax bracket in retirement is just as important as the one you’re in now. If you’re in a lower tax bracket after retirement, as is often the case, conversion may be an expensive move.
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