Wondering whether to close out your home loan ahead of schedule? We’ll look at the benefits of doing this—and when it might be better to invest in bonds instead.
Wondering whether to make changes to your Medicare coverage? Here’s what to consider as we head into open enrollment (October 15 to December 7).
How much do you know about inflation? Take our simple quiz to find out, and learn about the factors driving inflation today.
Look for opportunities created by lower markets, which include evaluating employer stock, performing Roth conversions, and investing before the market rebounds.
With the top marginal tax rate now at 37%—and the Medicare surtax on investment income adding another 3.8%—tax efficiency is more important than ever.
Opportunistic tax planning can help extend the life of your retirement savings. Here’s how.
Here, we offer further strategies for heirs of retirement accounts to maximize the after-tax value of their funds.
This strategy of diversifying bonds can help smooth out the ups and downs of the market.
Less restrictive than budgeting, spending plans are a proactive and flexible way to anticipate cash needs in retirement.
Learn how a combination of outside income, investments, and retirement accounts can help cover regular expenses.
Withdrawing money early from a retirement account is meant to be a last resort—and can come with consequences. Make sure you know these penalties and exemptions first.
Follow these strategies to design a distribution plan with tax efficiency in mind.
If you’re the beneficiary of retirement accounts or other inherited assets, it pays to learn about the IRD deduction.
Full of tricky timing concerns, the rules for IRA withdrawals are commonly misunderstood. Here, we explain five of them.
According to a survey conducted at the end of 2021, about 88% of Americans are very worried about inflation and many say they are planning to cut back their spending.1 Prices…
Protecting your portfolio from avoidable income tax is key to creating a sound income strategy for retirement.
If you’re regretting the timing of starting Social Security, you may be able to rethink your strategy by restarting or suspending benefits.
The rules surrounding Required Minimum Distributions are complicated and missing them can be costly. If you have made an error, follow these steps to amend it and seek a penalty waiver
Finding meaning and purpose after your career is a common concern. Here, we share ideas from “Vibrant Living,” a TV segment about developing a healthy, happy retirement.
It may be wise to plan for retirement without full Social Security, since projections indicate the future of the benefit is unpredictable.