‘Stepping up’ cost basis can reduce tax bills for lower-income investors.
A look at some of the pros and cons of these increasingly popular investment vehicles.
Unwanted distributions will be here before you know it—navigate them wisely
Meet the challenges of retirement by creating a paycheck from your investment assets.
Proper planning can avoid these nasty financial shocks in retirement.
Knowing when you need help, being impartial, and documenting everything are central to being a successful trustee.
Successful investing requires a rare ability to overcome one’s own psychological weaknesses—but you have to identify them first.
A quick rundown of how the income produced by different investment types is treated at tax time.
What actions, if any, should a family take if it appears a parent is experiencing diminished mental capacity?
Helpful advice for planning and adjusting your portfolio withdrawals in retirement
Reviewing the rules for spousal benefits after the Bipartisan Budget Act takes effect
A guide to maximizing your benefits
Dramatic swings in prices have enormous economic consequences.
2016 will be an unusually active year for Social Security
As compelling as tax-deferred or tax-free savings may be, some situations warrant the use of a taxable account.
Do not put off this important piece of the financial planning process
