Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Retirees

 

An International Investing Primer

April 14, 2015 -

A diversified portfolio means exposure in international assets


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Being Secure in Retirement

Wealth protection strategies


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A Checklist for Taxable Bond Fund Investors

March 27, 2015 -

Five considerations for those investing in fixed-income funds


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Backdoor Roth IRA? Avoid These 6 Mistakes

March 15, 2015 -

These errors can jack up tax—and opportunity—costs.


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Cost-Basis Choices Not Set in Stone

March 5, 2015 - Investors may switch methods used to calculate capital gains, with one big exception.
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The Tax Break That Does Not Die With You

February 27, 2015 -

Widowed investors are at risk of missing an important tax break because they are not aware of a key deadline.


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6 Key Reasons Why Investing in a Taxable Account Is Underrated

February 25, 2015 -

Currently low tax rates are one of the key reasons that taxable accounts should be part of most investors’ tool kits.


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How Your Social Security Benefit Is Calculated

February 12, 2015 -

Understanding the many factors that figure in to your benefit amount


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4 Dangerous Assumptions That Could Hurt Your Retirement Plan

February 5, 2015 -

Simple steps to counteract common—and dangerous—retirement obstacles


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Are Your Assets in the Right Types of Accounts?

January 27, 2015 -

Taking care with asset placement can result in big tax savings.


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9 Ways to Secure Yourself From Cyber Thievery

January 25, 2015 -

Cyber security experts offer tips for more secure log-ins, app usage, and ongoing account monitoring.


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5 RMD Pitfalls to Avoid

December 18, 2014 -

Important considerations for your annual withdrawals


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Declining Oil Prices

December 14, 2014 -

The impact on investors


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How to Choose a Tax Preparer

December 1, 2014 -

Use these tips to search for a qualified tax professional


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Risk, Not Volatility, is the Real Enemy

December 1, 2014 -

Understand the important distinction to put your investments on solid ground


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A Tax-Smart Plan for Retirement Withdrawals

November 1, 2014 -

Take a closer look at the sequence of your withdrawals to preserve your tax benefits


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Target-Date Funds: To vs. Through Construction

November 1, 2014 -

Choose the strategy that best fits your risk profile


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Re-Thinking Capital Loss Harvesting

October 22, 2014 -

Focus on capital gains rates


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Leaving IRA Assets to Your Loved Ones

October 10, 2014 -

Consider these dos and don’ts as you formulate your estate plan


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How to Handle Beneficiary Designations

October 10, 2014 -

Tips for avoiding costly consequences


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