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
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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
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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
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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
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By reducing your overall tax bill, shifting money from a traditional IRA to a Roth IRA could make a significant difference in the size of your retirement nest egg. You might be surprised at how much
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Over the past several weeks, we’ve used the Friday Roundup to highlight some important proposed legislative changes that, if approved, will have a significant impact on many people’s retirement plans. Most significantly,
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If you’re a high-income earner, contributing to a Roth IRA may appear to be off-limits because of the government's income-level restrictions. But that's not true.
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Sighting: A mild recession, a not-so-mild bear market?
Recession fears resurfaced at the end of 2018 as a combination of negative data surprises, communication blunders by the Fed, slowing growth overseas, and rising
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The Roth-vs.-traditional playing field is more level than it may seem.
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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.
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