SmartAsset (@smartasset) / X

SmartAsset

43.8K posts

SmartAsset

@smartasset

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

New York City

Joined August 2011

SmartAsset
@smartasset
Jun 18
A new SmartAsset study examines where Social Security benefits represent the largest share of total personal income at the county level. 🟩In Montmorency County, MI, benefits account for 19% of total personal income. 🟩Teton County, WY, receives less than 1%. Full results👇
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SmartAsset
@smartasset
Jun 18
Where Social Security Cuts Could Have the Greatest Economic Impact smartasset.com/data-studies/s…
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SmartAsset
@smartasset
Jun 15
A variable annuity is not the only way to pursue tax-deferred growth or market exposure. Depending on your goals, these alternatives may accomplish the same objectives at lower cost: ✅Low-cost index fund ✅Fixed indexed annuity ✅Immediate annuity Learn more👇
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SmartAsset
@smartasset
Jun 15
Is a Variable Annuity a Good Idea? smartasset.com/retirement/is-…
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SmartAsset reposted
USA TODAY
@USATODAY
Jun 13
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.
What it takes to be middle class in Miami, other Florida cities
From usatoday.com
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SmartAsset
@smartasset
Jun 9
🦫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)👇
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SmartAsset
@smartasset
Jun 9
Oregon, Vermont Lead US Adviser Salary Bumps planadviser.com/oregon-vermont…
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SmartAsset
@smartasset
Jun 8
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)👇
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SmartAsset
@smartasset
Jun 8
Will Doing $7k in Annual Roth Conversions Lead to Higher Social Security Benefits? smartasset.com/financial-advi…
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SmartAsset
@smartasset
Jun 5
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👇
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SmartAsset
@smartasset
Jun 5
Retirement Calculator smartasset.com/retirement/ret…
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SmartAsset
@smartasset
Jun 3
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👇
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SmartAsset
@smartasset
Jun 3
Tax Return Calculator & Refund Estimator
smartasset.com
Free Tax Return Calculator & Refund Estimator (2025-2026)
Use our free tax return calculator and refund estimator to see how your income, withholdings, deductions and credits impact your tax refund.
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SmartAsset reposted
CW33 TV
@CW33
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-…
Rapid growth and new opportunities in America’s new boomtowns
From cw33.com
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SmartAsset
@smartasset
May 27
🏛️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:
Map shows where bankruptcies are soaring
From newsweek.com
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SmartAsset
@smartasset
May 26
❓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)⬇️
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SmartAsset
@smartasset
May 26
What Is the RMD for a 401(K) If You Still Work? smartasset.com/retirement/wha…
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SmartAsset reposted
WKOW 27 News
@WKOW
May 20
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.
Where rent increased and decreased most: 2026 study
From wkow.com
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SmartAsset
@smartasset
May 21
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). 👇
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SmartAsset
@smartasset
May 21
Joint Investment Accounts: Types, Pros and Cons smartasset.com/investing/join…
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