Level Wealth Management

https://www.fool.com/retirement/2026/04/11/the-april-15-ira-deadline-is-one-of-the-most-overl/

As the April 15 Deadline Approaches, the IRA Is One of the Most Overlooked Tax Breaks in Retirement Planning | The Motley Fool Individual retirement accounts offer taxpayers a good way to lower their 2025 tax bill.

https://www.ncoa.org/article/top-5-financial-scams-targeting-older-adults/

Top 5 Financial Scams Targeting Older Adults and How to Avoid Them Financial targeting seniors often go unreported or can be difficult to prosecute. Find out how you can stop scams targeting .

https://seekingalpha.com/article/4887630-nvidia-stock-prediction-the-path-to-a-20-trillion-market-cap-is-strengthening

Nvidia Stock Prediction: The Path To A $20 Trillion Market Cap Is Strengthening (NVDA) Nvidia expects Groq to help drive up to a 15X increase in tokens per second, directly translating into higher tokens per megawatt. Learn more about NVDA stock here.

https://www.msn.com/en-us/money/personalfinance/dave-ramsey-weighs-in-on-annuities-and-he-doesn-t-sugarcoat-it/ar-AA1WvYbc?ocid=fujitsudhp

Dave Ramsey weighs in on annuities and he doesn't sugarcoat it Dave Ramsey has strong opinions on annuities and doesn't hold back. Here's why he warns most investors to avoid them and what he suggests you consider instead.

https://finance.yahoo.com/markets/options/articles/roth-401-k-accounts-no-005200496.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAH3emDhOS07rlChh_WLjEOpD8VEjf5r_09Kj_i_Royk8zFQnnCVggqCu0aH6MxF4kAvMmzCtW7Xn7pIlnu4MyPcZtP2Z-4BykSgyy1zZdiBAb65cYKfz73r7-McSJZJ9S3M_mjH_95sJRKRwkLIh9jxr2IsmX1t96Irsn8MnS4ud

Roth 401(k) Accounts No Longer Require RMDs -- What That Changes for Your Strategy You now get a lot more freedom.

https://www.cnbc.com/2026/03/24/how-to-choose-target-date-fund.html

Investors hold $4.8 trillion in these retirement funds—how to choose one for yourself Target-date funds are a popular option for retirement investors, but pros say you need to look under the hood before investing.

https://www.usatoday.com/story/money/personalfinance/retirement/2026/03/24/inflation-in-retirement/89285914007/

How retirees can stay ahead of inflation as costs keep rising When you're no longer earning an income, inflation isn't just an annoyance. Rather, it can be a huge source of financial stress.

https://www.cnbc.com/2026/03/24/ira-qcds-charitable-donation.html

Donating from your IRA already has tax advantages. A bipartisan bill would expand retirees' options A new Senate bill joins an existing House measure in a push to allow so-called qualified charitable distributions to go to donor-advised funds.

https://www.thestreet.com/investing/stocks/this-dow-30-dividend-stock-caterpillar-is-up-100-in-the-past-year

This Dow 30 dividend stock is up 100% in the past year This Dow 30 dividend stock has doubled in a year, powered by AI data center demand. Here's what income investors need to know about this blue-chip giant.

https://www.freep.com/story/money/cars/ford/2026/03/16/ford-buyback-shares-stock/89178939007/

Ford to buy back nearly 32M shares of its stock. Here's what it means Analysts applaud a move by Ford to repurchase stock shares, a move that often boosts the stock price and shareholder value.