Some of the best recent investing and personal finance articles from around the web.
Tap an IRA tax-free with an HSA rollover (Kiplinger). A little-known once-in-a-lifetime opportunity.
This investment seems too good to be true — is it? (MarketWatch). A closer look at fixed index annuities.
Calculating the total cost of ETF ownership (Morningstar). A “holistic approach to assessing the total cost of ETF ownership.”
Stretch your retirement with this tax-saving strategy (Reuters). The benefits of IRA conversions and the best time to do them.
The 7 most common Social Security mistakes (Kiplinger). There are a lot of moving parts to the Social Security claiming process, and many missteps to avoid.
And from the blogosphere…
The extraordinary upside potential of sequence of return risk in retirement (Kitces). Everyone talks about the dangers of sequence-of-returns risk, but there’s a different side to that story.
Investor amnesia (Bonefide Wealth). The danger of letting a bear market ruin your memories of past bull markets.
Honey, what’s our retirement plan? (The Retirement Café). What if there were only “one grand retirement-funding strategy?” Maybe there is.
Why do markets go up? (Factor Investing). Every now and then, it helps to remember some fundamental truths about stock market investing.
More parents are leaving unequal inheritances to their adult kids (Considerable). Is equal the same thing as fair? For a growing number of parents, the answer is “no.”
We’d love to hear your responses to any of the above. To weigh in, just meet us in the comments section.