Today's employer-sponsored retirement accounts differ from the pension plans of yesteryear. Now, the responsibility for the ultimate outcome — saving enough for retirement — rests squarely on your
Continue Reading
If your retirement years are starting to come into view, maybe it’s time to move to a less-aggressive investing posture. Will that still provide what you need in retirement? Here’s how to find
Continue Reading
Want to implement SMI’s Upgrading strategy via your workplace retirement plan? You'll have to overcome several obstacles.
Continue Reading
If you're a federal employee, take advantage of the Thrift Savings Plan. The government offers broadly diversified funds and matches employee contributions.
Continue Reading
Investing in your employer’s stock via a company retirement plan carries some risk. But it also comes with a special tax advantage.
Continue Reading
August 27, 2020
Eric J. Reinhold
Tax laws complicate the choice of which assets to draw from first. Here's what you need to know.
Continue Reading
Will you come out ahead by investing or by prepaying your mortgage? Here's a year-by-year comparison of the two approaches.
Continue Reading
Joseph called attention to an issue in a recent Friday roundup that we thought important enough — and relevant to enough of our readers — to warrant a separate article.
The issue? That if you took a required minimum
Continue Reading
Congress and the White House are trying hard to counteract the financial fallout from COVID-19. Here's what that means for you.
Continue Reading
If you're retired, or close to retirement, having plenty of cash on hand allows you to take a bear market in stride. You can calmly wait for your stock-based investments to recover.
Continue Reading
