Year-end tax scramble
It’s time for the annual year-end tax scramble—the time when people like you and I try to figure out how to wrangle a fe...
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An interesting wrinkle: RMDs and Deferred Annuities
Q: Last year I purchased a deferred annuity in my IRA. My insurance company recently sent me a statement reminding me th...
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Let’s talk Medicare
If you are one of the 44 million Americans currently covered by Medicare, you probably know that Medicare’s annual open...
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Financial foolishness
Are you foolish? I know that’s a provocative question. Nobody likes to appear foolish to themselves or to others. Howeve...
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Escaping the tax on your RMD
Retirees of a certain age face the harsh reality that the IRS is lurking in the shadows. As soon as they turn 70 ½ years...
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Six Habits for Financial Freedom
Have you ever wondered what allows some people to become wealthy, while other equally talented and well-positioned peopl...
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Is your financial thinking distorted?
The human brain is a wonderful thing, but sometimes we suffer from what psychologists call “cognitive distortions.” Cogn...
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Roth IRAs for the Older Investor
Q: I retired last year. I receive a pretty good pension and I would like to contribute some of that money into a Roth IR...
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It’s a bond world
Fixed income markets play a vital role in the global capital markets. They also play an important role in a well-structu...
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What makes a good financial plan good
We often talk about the importance of having a good financial plan, but we rarely discuss what makes a financial plan go...
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So, You Want to be a Day-trader
Q: My wife and I have had some success trading stocks and we want to start doing it full-time. I believe we have suffici...
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Take a look at index annuities
Q: I went to a dinner recently hosted by someone who was trying to drum up interest in fixed index annuities. She said t...
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