Exchange-traded funds, mutual funds, individual retirement accounts, and 401(k) accounts have seen an increase in the use of target-date funds. These are funds that invest with the idea of [...]
The extended tax filing date is July 15, which is Wednesday of next week. Unless you were required to pay the IRS your taxes, most of you have most likely already filed. But for those of you who [...]
Do you have an Individual Retirement account (IRA)? Do you need to access that account and are not yet 59 ½ to avoid the 10% penalty imposed by the IRS? If you answered these two questions, there [...]
It is never to start soon saving for your retirement. It is a great thing for someone young who has some earned income to save a portion of it in an Individual Retirement Account for their [...]
With the start of a new year and new rules on when you must take Required Minimum Distributions (RMDs) from Individual Retirement Accounts (IRAs), we will examine how this affects many of you and [...]
If you are like many, you may be worried you have not saved enough to retire in the fashion you had always dreamed of. But do not worry, it is never too late to take over and properly plan for [...]
With the passage of the spending bill to find the federal government, there was one of many additional bills attached to the two spending bills. One, in particular, will have a profound effect on [...]
Retirement can be a daunting challenge for many people both young and old alike. When people are just starting their working careers, saving for a retirement that maybe 40 years away is the least [...]
For those of you who are in your retirement years or approaching the all-important age, 70 ½ here are some helpful tips concerning certain retirement accounts. With the exception of ROTH [...]
Last week we looked at 401(k) maintenance and how your choices can affect your retirement accounts. But investing in a 401(k) is not the only way for people to save for retirement. Depending on [...]