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The Risk You Face If You Receive Equity Compensation
options

The Risk You Face If You Receive Equity Compensation

Anyone who receives non-cash pay like stock options or restricted stock needs to understand, and heed, a major danger to their investment portfolio an…
June 29, 2020
Health Plans for Early Retirees
insurance

Health Plans for Early Retirees

Finding coverage until Medicare kicks in isn’t hard, but policies can be pricey.
November 9, 2019
The Best Fidelity Funds for 401(k) Retirement Savers
mutual funds

The Best Fidelity Funds for 401(k) Retirement Savers

The days when successful mutual fund managers received the rock-star treatment are long gone.
November 1, 2019
Inherited 401(k)s: 6 Questions Heirs Need to Ask
401(k)s

Inherited 401(k)s: 6 Questions Heirs Need to Ask

An inherited 401(k) can be a lasting legacy, but the windfall needs to be handled carefully to maximize the inheritance and minimize taxes.
May 30, 2019
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Ex-Workers Get More Time to Repay 401(k) Loans
401(k)s

Ex-Workers Get More Time to Repay 401(k) Loans

If you leave your job while you have an outstanding 401(k) loan, Uncle Sam now gives you extra time to repay it -- thanks to the new tax law.
February 14, 2019

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Making the 1031 Exchange: Is Swap Till You Drop Always the Best Motto?
options

Making the 1031 Exchange: Is Swap Till You Drop Always the Best Motto?

Holding property for too long is a mistake many investors make. On the other hand, rushing to buy a property to comply with 1031 rules can be a bigger…
November 6, 2018
How to Find the Best Medicare Advantage Plan for You for 2019
Medicare

How to Find the Best Medicare Advantage Plan for You for 2019

If you opt for a Medicare Advantage plan instead of traditional Medicare, this online tool can help you find the plan to fit your needs -- and budget.
October 12, 2018
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How to Get the Best Individual Health Policy in 2019
insurance

How to Get the Best Individual Health Policy in 2019

More insurers are offering individual policies compared to previous years. Here's what you should know.
October 3, 2018
14 Ways for Everyone to Save on Taxes Under the New Tax Law
taxable income

14 Ways for Everyone to Save on Taxes Under the New Tax Law

We’re living in a new tax world now, thanks to the overhaul passed by Congress last year.
September 6, 2018
Pension Possibilities: IRA Rollover? Buy an Annuity? Or Take the Payout?
options

Pension Possibilities: IRA Rollover? Buy an Annuity? Or Take the Payout?

Making your decision on the type of payout you receive in retirement requires considering these four factors.
March 8, 2018
Best Social Security Strategies for Married Couples
social security

Best Social Security Strategies for Married Couples

Spouses can boost their benefits by coordinating the timing of their claims.
February 22, 2018
It Pays to Know Your Pension Options
options

It Pays to Know Your Pension Options

You may get to choose from several options for receiving your pension. Here’s how to think it through.
March 30, 2017
Pros and Cons of Rolling Your 401(k) Into an IRA
401(k)s

Pros and Cons of Rolling Your 401(k) Into an IRA

We tell you when it makes sense to move your 401(k) account to an IRA — and when it’s smart to stay put.
March 23, 2017
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Options Still Available for Couples to Boost Social Security Benefits
social security

Options Still Available for Couples to Boost Social Security Benefits

Even as some popular strategies phase out, coordinating claims remains a critical move to maximize payouts.
February 3, 2016
Pensions: Take a Lump Sum or Not?
IRAs

Pensions: Take a Lump Sum or Not?

New rules will mean smaller pension payouts next year. Get it right the first time. There are no do-overs.
October 30, 2015
5 Choices for Changing Your Name After Marriage
options

5 Choices for Changing Your Name After Marriage

Since a lot's in a name, make your move wisely.
October 30, 2015
Five Myths About Leasing a Car
cars

Five Myths About Leasing a Car

Learning the facts could save you a bundle.
October 30, 2015
Best Ways for Kids to Invest Gift Money
investing

Best Ways for Kids to Invest Gift Money

Cash gifts to your children can add up to hundreds, even thousands of dollars. Use them to teach the magic of compounding.
September 8, 2015
4 Secrets to Buying Long-Term-Care Insurance
long term care

4 Secrets to Buying Long-Term-Care Insurance

Policies are rising in price, while benefits are getting skimpier. Here's how to get the best deal for you.
April 27, 2015
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When Leasing Makes Sense
options

When Leasing Makes Sense

If you always have a car payment—because you trade in your cars often or you tend to finance with long-term loans—then leasing is a good choice.
January 2, 2015
Social Security Strategies If You're Widowed
options

Social Security Strategies If You're Widowed

A survivor benefit is worth up to 100% of a deceased spouse's benefit.
December 1, 2014
Options for Covering Long-Term-Care Costs
options

Options for Covering Long-Term-Care Costs

Facing scaled-back benefits and premium hikes, baby boomers can use several strategies to help cover future costs.
April 23, 2014
Boost Your After-Tax Investment Returns
options

Boost Your After-Tax Investment Returns

You can extend the life of your nest egg by carefully managing the tax bite on your portfolio.
April 9, 2014
Social Security Offers Lump Sum Payouts
retirement

Social Security Offers Lump Sum Payouts

If you are past full retirement age, you can undo the decision to delay benefits if you suddenly need cash.
January 23, 2014
How to Minimize Taxes When You Inherit an IRA
IRAs

How to Minimize Taxes When You Inherit an IRA

One key: Take minimum distributions each year based on your life expectancy.
January 17, 2014