A leadership change in the White House could mean a shift in policy priorities, but if you’re a long-term investor, other factors such as earnings, taxes, and interest rates may be larger concerns. Perhaps now’s the time for a post-election portfolio review.
Considering the many disruptions and complexities of everyday life in 2020, charitable donations and tax strategy might not be top of mind. But some charities need help now more than ever. And recent legislation has changed some of the rules.
Pension plans and other defined-benefit plans have been going by the wayside in favor of defined-contribution plans such as 401(k)s and IRAs. Learn why and what you can do.
How might the CARES Act impact your retirement accounts? Here’s what you need to know about tax and retirement relief in the time of the coronavirus.
A buy and hold strategy may be good for long-term investments. Bit when circumstances change, a long-term strategy may not be flexible enough. Laddering puts across price and time could help when stock markets are volatile.
Even if you got a late start on saving for retirement, there are ways to catch up on contributions to your 401(k) or IRA to have better chances of a successful life after work.
Learn about contributions, withdrawals, and distributions to help you avoid paying tax penalties on your retirement accounts.
The SECURE Act, passed in December 2019, means big changes are coming for beneficiaries of inherited IRAs—namely the elimination of the so-called stretch provision. Here’s what inherited IRA beneficiaries need to know.
People change jobs; it’s a fact of the modern workforce. But if you have a 401(k) from your old job, you need to decide what to do with it.
Do you have an old 401(k)? You probably won't find it under the couch cushions. Learn tips on how to find an old 401(k) from a previous employer and what you could do with it once you've found it.
Trading in your retirement account has several potential advantages and disadvantages to consider as you develop your strategy.
It's never too early to teach kids about finances and help them start saving for their own retirement.
Wish you could contribute to a Roth IRA, but you're above the income limit? Consider using a backdoor Roth IRA to make it happen.
If you have both taxable and tax-advantaged accounts and can choose which securities are held in which accounts, here are some ideas to help you decide where to invest.
Ready to invest for retirement? Learn a few simple steps to get a retirement investment portfolio ready for the road.
What's the difference between a 401(k) and a 403(b)? Find out when the 403(b) might work for you.
Income tax may be something most of us take for granted. But how does it work?
Learn how Social Security works and how to maximize your benefits and retirement income.
Small business owners and self-employed workers concerned about retirement investing should consider specialized IRA plans.
Are you ready to start estate planning and writing a will? Let's explore several dos and don'ts of the estate planning process.
How can maxing your IRA contributions help you in the coming tax season?
As the year winds down, it’s time to assess your retirement accounts, look at your retirement plan and determine if you should make an annual contribution.
Build your retirement nest egg with an individual retirement account. There are tax advantages of Roth, Traditional, SIMPLE and SEP IRAs.
Tucked into President Obama’s $4 trillion fiscal 2017 budget are initiatives intended to foster employee-sponsored retirement plans. Can these changes help?
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