Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Direct Energy Investing: Tax Advantages for High EarnersDirect energy investing offers unique tax benefits, although high-income households should carefully evaluate its risks, not just its tax treatment.
By Jay R. Young
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How to Avoid the Tax Torpedo That Targets Wealthy RetireesIf you've saved millions for retirement, take cover from the "tax torpedo" of RMDs, IRMAA and the NIIT, which all conspire to spike your marginal tax rate.
By Evan T. Beach, CFP®, AWMA®
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Is This 1950s Investing Strategy Holding Your Portfolio Back?The diversification-focused modern portfolio theory has been the investing "rulebook" for decades, but it might be worth considering whether it fits your goals.
By Thomas Scorcia
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Money Lessons for Kids (and Adults) From a Financial AdviserIt's never too early to get started understanding wealth — and what generations who came before you did to set you on your path.
By Mary Ware, CFP®, CIMA®, CDFA®
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Are You a Woman Who Has No Time for Financial Planning?Many women forgo financial planning because it's just another thing to add to their lengthy to-do list. Here's why you should bump it to the top of your list.
By Beth Bosworth, CFP®
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Think Like Warren Buffett as You Near RetirementAre you taking needless risks? It might be time for a financial check-in to see how much you really need to invest in the markets.
By Barry H. Spencer, Registered Investment Adviser
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If You're Too Rich for a Roth, Consider a Mega Backdoor RothA mega backdoor Roth IRA allows high-income earners to potentially move tens of thousands of dollars into a tax-free retirement account. This is how it works.
By Nancy Hite, CFP®, CLU®, ChFC®, RFC®
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Is Spring Fever Compelling You to Refresh Your Portfolio?Spring fills us with optimism but investors shouldn't confuse a good feeling with a good decision. Here are three ways emotions can undermine decision-making.
By Anthea Tjuanakis Cox
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If Not Long-Term Care Insurance, Then What?If you don't buy long-term care insurance, how can you plan to cover your long-term care needs once they (most likely inevitably) arise?
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
