Empowering people to make smart financial decisions with free, automated and personalized tools. We help you get smart with your assets.

Joined August 2011
12,341 Photos and videos
SmartAsset retweeted
The "upper bound" for middle class income in Miami is $132,674, while the "lower bound" is $44,225, according to a report by SmartAsset. usatoday.com/story/money/eco…
2
4
16
5,822
🦫Oregon posted some of the nation’s largest increases in financial adviser income, according to SmartAsset’s latest analysis. @PLANADVISER reports on the findings (link in comments)👇
1
3
611
Oregon, Vermont Lead US Adviser Salary Bumps planadviser.com/oregon-vermo…

2
442
Will doing $7,000 in annual Roth conversions lead to higher social security benefits? Read the answer in SmartAsset's Ask an Advisor (link in comments)👇
1
1
432
Will Doing $7k in Annual Roth Conversions Lead to Higher Social Security Benefits? smartasset.com/financial-adv…

2
352
The @NIRSonline reports: Approximately 40 million households have no retirement savings. 🧮SmartAsset's retirement calculator can help you determine whether you're on track to meet your retirement savings goals. Link in comments👇
1
2
591
Retirement Calculator smartasset.com/retirement/re…

2
451
If you want to estimate whether you'll owe taxes or get a refund, running the numbers ahead of time can help you avoid surprises. 🧮SmartAsset’s tax return calculator lets you enter your income, withholding and more to see how they affect your outcome. Link in comments👇
1
1
362
SmartAsset retweeted
Jun 2
SmartAsset has identified several U.S. cities as “America’s new boomtowns” based on their significant increases in economic output, housing units and labor force size over a five-… cw33.com/news/local/rapid-gr…
1
4
368
🏛️Over the past year, bankruptcy filings rose in every state except Maine. Some states saw especially steep jumps. @Newsweek breaks down SmartAsset’s latest study on where filings are rising fastest: newsweek.com/map-shows-bankr…
4
307
❓DYK: If you're working at 73, you may not have to take RMDs from your current employer's 401(k). An exception allows you to postpone distributions until April 1 of the year after you retire in some situations. Learn more RMD rules for your 401(k) (link in comments)⬇️
1
2
532
What Is the RMD for a 401(K) If You Still Work? smartasset.com/retirement/wh…

256
SmartAsset retweeted
SmartAsset reports that rent in 100 U.S. cities rose an average of 1.73%, led by San Francisco's 14% increase, while Austin saw a 2.9% decline. wkow.com/news/national/where…
1
2
603
Considering a joint investment account with your spouse or family? 🟢 Potential benefits include probate avoidance and tax advantages in certain structures (e.g., JTWROS). 🔴 Risks include shared control and creditor exposure. Learn more (link in comments). 👇
1
3
308
Joint Investment Accounts: Types, Pros and Cons smartasset.com/investing/joi…

2
219
SmartAsset analyzed more than 300 midsize U.S. cities to find the safest ones: 1. @broomfield (CO) 2. State College (PA) 3. Warwick (RI) 4. @cityofames (IA) 5. @cityoflogan (UT) See the full ranking and how each city placed👇 (link in comments)
1
3
393
America’s Safest Midsize Cities – 2026 Study smartasset.com/data-studies/…

2
231