Personal Finance

The business of urology: Reducing required minimum distributions in retirement accounts

August 05, 2020

Converting funds to Roth dollars is among the most effective strategies.

How to fill the gap between retirement, Social Security

July 08, 2020

Withdrawals from pretax retirement accounts are among the ways to bridge your income, according to Jeff Witz, CFP.

Deciphering the alphabet soup of financial advisers

September 01, 2012

In addition to registered investment advisers, there are a number of other financial-based professionals who may be in a position to assist you with many financial planning areas.

Gold investments lose their luster over time

August 01, 2012

If one disregards the 1971–'74 period when U.S. investors could not own it directly, gold's long-term performance drops substantially.

Credit or debit? Each card type has pros and cons

July 01, 2012

While on the surface, it may not seem to matter, there are some important differences between debit and credit cards, and reasons why you should use one form of payment over the other.

Is health care part of your retirement plans?

June 01, 2012

What you need to know about health care costs post-retirement and the taxability of municipal bonds.

Tenancy by the entirety can protect your home

May 15, 2012

Holding property in joint tenancy with rights of survivorship (JTWROS) generally provides no asset protection. In fact, JTWROS ownership exposes the property to the creditors of each of the joint tenants.

Tax hike for high-income earners expected in 2013

May 01, 2012

Many physicians may be joining other high-income taxpayers subject to an upcoming potentially large tax hike they may not even be aware of.

Doctors should take time now to make estate-planning decisions

March 01, 2012

Without a properly structured estate plan, your heirs may be paying unnecessary estate taxes and probate fees that in many cases can be dramatically reduced or even eliminated.

Charitable trusts may help lower estate taxes

February 01, 2012

There are many factors to be considered prior to implementing any type of charitable trust strategy.