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August 05, 2020
Converting funds to Roth dollars is among the most effective strategies.
July 08, 2020
Withdrawals from pretax retirement accounts are among the ways to bridge your income, according to Jeff Witz, CFP.
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.
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.
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.
June 01, 2012
What you need to know about health care costs post-retirement and the taxability of municipal bonds.
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.
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.
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.
February 01, 2012
There are many factors to be considered prior to implementing any type of charitable trust strategy.