retirement

I’m an older driver and though I’m still a good driver, I may be ready to hand over my keys, especially since there are now so many options.

With the tax benefits of a Roth IRA, modest contributions over long periods of time can translate into a substantial amount of tax-free income throughout your entire retirement.

You may have been given the right to designate where trust assets pass under various trust documents. You should identify these and determine what you want to do.

Some analysts believe Occidental Petroleum shares don’t have much room left to run after a massive rally this year.

Marie Sapirie examines proposed tax incentives for employer-sponsored retirement plans, and she points out that passage of large retirement savings tax legislation is increasingly likely.

A combination of summer travels and meeting demands of my CFP coursework have forced me to make changes to my routine. I’m finding it challenging to stay on a regular writing schedule. Simultaneously, I’m taking in more information than ever. So I’m going to shift gears. Rather than publishing three weekly blog posts and a…

Markets are expecting another red-hot inflation reading this week.

Whew, the first half of 2022 is over. It’s been a tough year for investors. The stock market is officially in a bear market and a recession is looming. Along with the stock market, our net worth decreased by the largest dollar amount ever (15%). However, our passive income is still holding up pretty well.

A lawsuit filed on behalf of members of the Ohio Retired Teachers Association demands that the State Teachers Retirement System of Ohio disclose the very same information about its private equity holdings which the SEC considers vital to protecting workers’ retirement savings.