A single mistake in withdrawing money from an IRA can derail decades of contributions. Here’s how to avoid the traps.
The next time you order wine off a restaurant's wine list, go ahead and buy the second-cheapest bottle—surprisingly, it does not have the highest markups in price.
Beware of these five retirement financial surprises—ranging from the real results of downsizing to the tax consequences of retirement—that can derail plans, consume savings and...
Many retirees and older consumers on fixed incomes keep an eye on the Consumer Price Index for All Urban Consumers…
The $1.9 trillion American Rescue Plan Act received plenty of publicity for providing a third round of stimulus checks and…
It’s been a long time since investors have had to worry about inflation. But as the US economy springs back…
Tens of billions of dollars are just waiting to be claimed—and you could be the winner. That may sound like…
Beware these hidden traps among the Social Security rules. They could cost you big, but here’s how to keep that from happening.
Traditional IRAs allow pre-tax contributions and tax your withdrawals; Roth contributions are with after-tax dollars and withdrawals are tax free. What’s the right type for you?
Low interest rates mean you have to cut back on your withdrawals to avoid running out of money before you die.
In the face of this year’s global upheaval and enormous financial challenges, it is common for many investors, homeowners, consumers and savers to misstep, throwing off their jou...
The financial challenges facing the head of a household are comparable to those confronting corporate chief executives—and so are the solutions.
There are various steps you can take now to bolster your cash cushion while limiting damage to your long-term financial plans.
The stock market crash may have put you in position to take advantage of a Roth conversion. Here’s how to know.
Here are several strategies—including those that go against conventional wisdom—that will help you dramatically reduce taxes you owe the government in retirement.
