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The Best Cities for Seniors

The Best Cities for Seniors

These cities offer good healthcare, opportunities for community engagement and other factors that contribute to quality of life for aging residents.

IRA vs. 401(k): What's the Difference and How Do You Choose?

IRA vs. 401(k): What's the Difference and How Do You Choose?

401(k) plans and IRA's share different characteristics - and different features - for retirement-minded Americans.

What Is a W-9 Form and How Do You Fill It Out?

What Is a W-9 Form and How Do You Fill It Out?

A W-9 form is Uncle Sam's way of keeping financial tabs on independent contractors, and other non-traditional tax filers.

What Is the Effective Tax Rate? Definition and Example

What Is the Effective Tax Rate? Definition and Example

There's your tax rate and there's your effective tax rate. It's a very important difference.

What Is the Standard Deduction and How Much Is It in 2019?

What Is the Standard Deduction and How Much Is It in 2019?

The standard deduction could help you deduct thousands of dollars from your taxable income. What is it and how do you claim it?

How Advisers Can Have the Fee/Commission Conversation with Clients

How Advisers Can Have the Fee/Commission Conversation with Clients

Adviser Mark Bordelove talks about how financial advisers can help their clients fully understand, at the start of the relationship, how compensation works best for everyone.

Where to Retire: All 50 States Ranked From Best to Worst

Where to Retire: All 50 States Ranked From Best to Worst

Whether you stay where you are or move somewhere new, how does each state hold up when it comes to a quality, affordable retirement?

What's the Difference Between Gross vs. Net Income?

What's the Difference Between Gross vs. Net Income?

Gross income and net income are important to understand, especially if you're running a business. This guide will help you know how to calculate each, and the difference between the two.

How to Manage Your Roth 401(k) at Work

How to Manage Your Roth 401(k) at Work

Robert Powell talks about converting money to a Roth account and creating tax-efficient retirement income.

Target-Date Funds May Fall Short for Retirement Savers

Target-Date Funds May Fall Short for Retirement Savers

Robert Powell says new thinking shows retirement investors need target-income funds, not just target-date funds.