Year-End Tax Moves to Save You Money

Year-End Tax Moves to Save You Money

Don't write off 2016 just yet. Tax guru Ed Slott has a number of year-end tax moves that can save you some money.

How to Make the Most of Your Year-End Charitable Giving

How to Make the Most of Your Year-End Charitable Giving

Year-end giving does not need to be short-term. There are multiple steps that a family can take to create a long-term plan that spans the entire year.

How to Minimize the Tax Bite on Your Social Security Check

How to Minimize the Tax Bite on Your Social Security Check

40% of Social Security beneficiaries pay income tax on the benefit. Here's how to minimize that tax bite.

Making the Most of Your Investments Under President Trump

Making the Most of Your Investments Under President Trump

Markets and investors might not like uncertainty. Here's what to consider looking ahead to the next four years.

How a Roth IRA Conversion Can Save Your Savings

How a Roth IRA Conversion Can Save Your Savings

Not everyone can withstand that up-front tax hit, but affluent investors can fare well by converting their traditional IRA now to play later.

Which Comes First, the 401(k) or the Roth IRA?

Which Comes First, the 401(k) or the Roth IRA?

Your tax preference may lead you to choose a 401k before a Roth but here are some ideas to consider before saving.

Odds of a Recession Are Nearly Nil

Odds of a Recession Are Nearly Nil

Since current economic data demonstrate signs of expansion, there's only a small chance a recession could occur in the near term.

7 Ways to Reduce Your Required Minimum Distributions in Retirement

7 Ways to Reduce Your Required Minimum Distributions in Retirement

You've been so busy saving in your retirement accounts, but you haven't learned the best way to withdraw money in your golden years. Follow these techniques.

Utilities ETFs Remain a Good Addition to Portfolios

Utilities ETFs Remain a Good Addition to Portfolios

The defensive nature of utilities in ETFs, coupled with the low risk and high dividends they produce are attractive to many investors, especially during times of market uncertainty.

Why You Likely Have Too Many Mutual Funds or ETFs

Why You Likely Have Too Many Mutual Funds or ETFs

Investors are neglecting to rebalance their retirement portfolios as they switch jobs.