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Six Estate Planning Mistakes Celebrities Made
estate planning As if dying isn't bad enough, imagine your ex (your no-good, lying, cheating ex!) rolling in all the money you left behind.
By Kaitlin Pitsker Last updated
estate planning -
13 States That Don't Tax Retirement Income
Retirement Taxes Here are the states that don’t tax retirement income. But that doesn’t mean you won’t pay state taxes on other types of earnings.
By Katelyn Washington Last updated
Retirement Taxes -
How Retirees Can Minimize the Net Investment Income Tax
One strategy is to consider your filing status, which can affect the net investment income tax (NIIT) that successful retirees pay on certain investment income.
By Derek A. Miser, Investment Adviser Published
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Can Money Buy You Happiness? Yes, It Can. However…
Having a higher income doesn't mean you also have enough of the other things that make you feel truly happy and wealthy (relationships, hobbies, time).
By Richard P. Himmer, PhD Published
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Roth Conversions: Convert Everything at Once or as You Go?
Two hypothetical examples of Roth conversions made at different times (all at once vs as you age) show a stark difference in what could be left for your beneficiaries.
By Mike Decker, NSSA® Published
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Four Unseen Icebergs That Could Sink Your Retirement Plan
Don’t be like the captain of the ‘Titanic’ and ignore warnings to be prepared for risks that lie ahead when planning for your retirement.
By Daniel Sullivan Published
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14 Things Retirees Should Buy at Costco
Making Your Money Last From its house brand Kirkland Signature lineup to name brands and hidden gems, the warehouse club offers bargains aimed at mature shoppers.
By Bob Niedt Last updated
Making Your Money Last -
Does It Make Sense to Rent In Retirement?
Making Your Money Last Renting isn't right for all retirees, but it does offer flexibility and it frees up cash.
By Sandra Block Last updated
Making Your Money Last -
Social Security Chief Vows to Fix ‘Cruel-Hearted’ Overpayment Clawbacks
Capping Social Security clawbacks at 10% for some beneficiaries is among the changes that O'Malley plans to propose.
By Fred Clasen-Kelly | KFF Health News Published