How do I save for my kids’ college education?
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Gig workers are worried about running out of money in retirement – here’s how to take initiative
Gig and nontraditional workers aren’t so confident they’ll have enough money in retirement, a new…
Read MoreBiden has signed the Inflation Reduction Act. Here’s MarketWatch’s rundown of how it will affect your energy bills, investments and drug costs.
President Joe Biden on Tuesday signed into law the Inflation Reduction Act — the Democrats’…
Read MoreSocial Security turns 87 — why it still matters so much
Take a moment this week to wish Social Security a happy 87th birthday. It was…
Read MoreWhat are the tax implications of a Roth conversion if I receive Social Security?
Lots of folks are considering doing Roth conversions lately, as the tax climate (and the…
Read MoreConfused about inherited IRA rules? Here’s what to know
Inherited IRAs are a gift to beneficiaries, but the rules surrounding distributions from these accounts…
Read MoreHow can we provide for our disabled daughter in our estate plan?
Q.: Hi Dan, Can a trust and/or a special needs trust be the beneficiary of…
Read MoreNews and analysis for those planning for or living in retirement
From MarketWatch: Congress has the chance to pass meaningful retirement reform: The Secure Act in…
Read MoreShould you roll over your 401(k) to an IRA? Here are 3 tips for this key retirement decision.
In his classic tune “Roll Over Beethoven,” Chuck Berry famously belted: “Roll it over then…
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Thinking about a Roth conversion? If you have an IRA, consider this ‘bear market bonus’
If you’ve been thinking about converting a traditional IRA to a Roth IRA, here’s the…
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