If you want to successfully save for retirement, you need to learn how to properly manage your retirement accounts. An annual review of your IRAs, 401(k)s and other retirements accounts will help you stay on track.
Few things will have greater impact on your financial future than the decisions you make about how you save and spend money. However, sound financial planning also requires that you carefully develop your capacity to produce income.
Q: I recently heard that the U.S. Treasury is issuing savings bonds with an unusually high interest rate. Is that true? What’s the catch?
Paying for health care is one of the biggest financial challenges many people face in retirement. Whether you are already enrolled in Medicare or anticipate one day being covered,
Q: I’ve been reading more and more about the inflation in our economy. I’m trying to get ready to retire, but the growing rate of inflation has me worried. How can I protect my portfolio against inflation?
Q: I have decided that I want to work with a financial advisor, but I am confused about how much I should expect to pay them. I looked at an online advisor and it looked pretty cheap. Then I looked at a fee-only advisor in town
Q: My husband passed away last year. In the process of settling his estate, I contacted the custodian of his IRA to rollover his IRA into my account. I was completely surprised when they informed me that his IRA lists my
Q: Your column on back-door Roth conversions made we wonder if I should use the Roth account in my 401(k) plan. My husband has been trying to get me to switch to the Roth for a long time, but
Congress is getting ready to slam the door on a popular retirement savings strategy—the so-called back-door Roth conversion. This is regrettable from a financial planning perspective because
