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The guaranteed payments for life that income annuities deliver offer retirees a great sense of security. What people might not realize is that how those payments are taxed will depend on how the annuities are bought.
See More On: Annuities | Making Your Money Last | Saving for Retirement
Taking a few proactive measures now can potentially save you from a lot of headaches later.
See More On: Scams | Family Finances
It's seen as safe, and maybe even exciting, by many younger, stock-averse savers. But this love affair may be a lot more dangerous than they realize.
See More On: Saving for Retirement
Congratulations, you managed to put together a brag-worthy investment portfolio, but making the adjustments necessary to keep it there takes a lot of work. Over the years, it's not uncommon for even the best investors to lose touch, and by the time they ask for help, it can almost be too late.
See More On: Saving for Retirement | Financial Planning | Wealth Management
When you combine longevity with inflation, it adds up to a perfect storm for baby boomers, who must make their savings stretch for decades. Here's how to help safely steer around the danger.
See More On: Making Your Money Last | Financial Planning | Long-Term Care Insurance
Business owners who really want to save on their taxes need to think beyond year-end tips and how to capitalize on the Tax Cuts and Jobs Act. Go bigger and dig deeper to save more.
See More On: Tax Planning | Business Costs & Regulation | Small Business
Make a New Year's "date" to talk finances. The planning you do on Jan. 1 can pay off all year long.
See More On: Making Your Money Last | Financial Planning | Saving for Retirement
Comparing the payouts under old tax laws and the Tax Cut and Jobs Act could be an eye-opening exercise for the rest of us.
See More On: Tax Breaks | Financial Planning | Tax Planning
Things are pretty wild on Wall Street right now, but before you make any moves, read this.
See More On: Saving for Retirement | Financial Planning | Making Your Money Last
The closer you are to retirement, the more important it is to make sure you've got your bases covered, because just having an appropriate mixture of stocks and bonds may not be enough to be truly diversified.
See More On: Making Your Money Last | Financial Planning | Markets
Company benefits are great to have, but if you're a contractor, chances are you're out of luck. And if you get injured or are too sick to work, you could quickly find yourself in hot water. However, those self-employment taxes you’re paying come with a federal benefit ready to act as your safety net.
See More On: Employee Benefits | Financial Planning | Health Care & Insurance
Wall Street has been insane lately, and if you're worried about it, here are five things you can do to help make sure you'll be OK.
See More On: Saving for Retirement | Financial Planning | Markets
Leading by example is always a good idea, and the earlier you start, the better. These three lessons can get the whole family going in the right direction.
See More On: Family Finances | Making Your Money Last | Wealth Management
Hours-long, pressure-filled timeshare encounters leave two couples in tears. Consumers can learn a lot from their stories. Here's what to know about timeshares before getting talked into attending a sales presentation to get a free lunch or tickets to a theme park.
See More On: Travel | Saving Money | Scams
To evaluate whether a FIA is right for you, you need to understand how you'd make money on the investment, how the insurer profits and how and at what point you can get access to your funds.
Time is running short to make a few last-minute adjustments. Take a look at a few possibilities that could save you money, if not this year then next.
See More On: Tax Planning | Tax Breaks | Tax Prep & Filing
Having a solid plan to replace your regular paychecks will give you the confidence necessary to make the leap into retirement.
See More On: Making Your Money Last | Financial Planning | Wealth Management