Latest
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Charitable Remainder Trust: The Stretch IRA Alternative
The SECURE Act killed the stretch IRA, but a properly constructed charitable remainder trust can deliver similar benefits, with some caveats.
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10 Cheapest Small Towns to Live In
real estate The cheapest small towns might not be for everyone, but their charms can make them the best places to live for plenty of folks.
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A 10-Year Checklist For Retirement Planning
This checklist for retirement planning will help you get in shape 10 years out.
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Traditional Retirement Accounts or Roth? How to Choose
Let’s compare traditional IRAs, traditional 401(k)s, Roth IRAs and Roth 401(k)s. Which might work best for you could depend on your income and tax status.
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Have You Reached 59½? Time to Rethink Your 401(k) Options
A rollover IRA might be in order to help protect your retirement savings from potential (and potentially disastrous) market downturns.
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Do You Know How to Create a Reliable Retirement Paycheck?
Here are some do’s and don’ts (plus a never) for when it comes time to create your retirement income plan.
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Required Minimum Distributions (RMDs): Key Points to Know
RMDs Here are some basics to know about RMDs and how these distributions can impact your taxes.
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What's Going on with Social Security — and How Concerned Should You Be?
A comprehensive look at what's going on with Social Security.
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Roth Conversions: Convert Everything at Once or as You Go?
Two hypothetical examples of Roth conversions made at different times (all at once vs as you age) show a stark difference in what could be left for your beneficiaries.
