You can't control the behavior of the stock market, but you can control your own investing behavior. Sticking to these five foundational principles will enable you to invest with confidence and make progress toward your
Continue Reading
Here's an overview of recent changes affecting required minimum distributions (RMDs), IRA contributions, inherited retirement accounts, and retirement-account investment options.
Continue Reading
Shoppers aren't the only ones hustling and bustling as Christmas approaches.
The U.S. Congress speeded up its typically glacial activity and approved the SECURE Act last week, serving it up just in time for the Christmas
Continue Reading
MoneyGuidePro®— the planning software available to SMI Premium-level members — is now even better. MGP's new MyBlocks system offers a simpler "onboarding" process for first-time users plus helpful new features for existing
Continue Reading
There are three primary reasons why investors don't get the returns they expect from their portfolios. I'm not talking about when a person makes poor investing choices out of ignorance, or when a portfolio simply
Continue Reading
A year after retiring, more than half (55%) of workers have left their 401(k) balance in their former employer’s plan — up from 45% four years ago. That’s according to Fidelity’s data pertaining to the plans it
Continue Reading
The conventional wisdom about who should use a Roth 401(k) may be scaring away some people who would benefit from a Roth.
Continue Reading
An Individual Retirement Account is a great tool for building savings. But rules related to eligibility, account types, and "rollovers" can be confusing. We sort them all out for you.
Continue Reading
The Roth IRA and the Roth 401(k) sound similar, but there are significant differences in how Congress has structured these two types of retirement accounts.
Continue Reading
Roth IRAs often are touted as being superior to traditional IRAs because Roth withdrawals are tax-free in retirement. But a closer look shows the Roth-vs.-traditional playing field is more level than it
Continue Reading
