Retirement-planning
Latest
-
Should You Convert a Traditional 401(k) into a Roth 401(k)?
If your company offers a Roth 401(k) you can convert your traditional 401(k) to pay lower taxes in retirement.
By Tom Taulli Published
-
How to Roll Over a 401(k)
Here's how to roll over a 401(k) to a traditional IRA, Roth IRA or even to a Roth 401(k).
By Coryanne Hicks Published
-
What Is Probate, and Who Has to Deal With It?
The probate process can be a long and expensive journey for heirs. Real estate, cars and even art often trigger probate, but other assets get a free pass.
By Patrick M. Simasko, J.D. Published
-
When Investing for Retirement, Be Like Rip Van Winkle
Spend 20 years in a stupor, rather than getting anxious about daily stock market fluctuations, and reap the rewards of retirement investment returns adding up.
By Andrew Rosen, CFP®, CEP Published
-
Are You a Money Dummy? Here’s How to Fix That
Lots of us didn’t learn about finances in school (or at home). No worries. To get ahead, you just need to dive right in and get started.
By Mindy J. Oglesby, CFP®, NSSA®, IRMAACP Published
-
What Investors Should Keep in Mind This Election Season
Don’t let the political fearmongering derail you from your financial plan.
By Mario Hernandez Published
-
The Seven Deadly Sins of Wealth Management
If you want a happy retirement, it's critical to pay attention to these 'sins' — ignoring even one could put your dream retirement at risk.
By Joe Maier, JD, CPA Published
-
How Finances Are Split In a Gray Divorce
Navigating how finances are split in a gray divorce? Divvying up assets accumulated over many years of marriage can be complicated.
By Ella Vincent Published
-
What You Should Leave Out of Your Will, According to Experts
Are you unclear about what you should leave out of your will when estate planning? Legal experts share the seven items to exclude.
By Erin Bendig Published