Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.
Roth IRA contribution and income limits, the ins and outs of the backdoor IRA maneuver, and more.
Has tax season become a frustrating paper chase? These tactics can buy you some relief.
The financial planner and author discusses the college application process, strategies for making college more affordable, and how college choice affects success later in life.
Thanks to higher yields and lower equity valuations, return assumptions are the highest they’ve been in years.
What high inflation and a poor performance from stocks and bonds in 2022 means for retirees this year.
Check up on your portfolio’s health—and that of your whole plan—ahead of tax season.
Falling stock and bond markets left these fully invested ETF and mutual fund portfolios with few places to hide.
The financial planning expert discusses Secure 2.0, tax planning before and during retirement, and whether investors should bank on continued low tax rates.
Rushing in a 2022 contribution before the April 18 deadline? Tax and IRA expert Ed Slott shares what you need to know.
Not even experts agree about the ‘right’ withdrawal rate, long-term-care insurance, and annuities.
The author and retirement expert discusses inflation’s impact on older adults, the job market for older workers, and practical strategies for maximizing Social Security and Medicare benefits.
A tough market environment played to the strengths of these conservative-leaning portfolios, though they couldn’t escape losses.
Inflation is driving higher limits on retirement plan contributions this year, but it’s also lifting the amount of income that’s subject to Social Security tax.
Some of our favorite clips from interviews with portfolio managers and investment specialists in 2022.
Some of our favorite clips from interviews with financial planners, advisors, and retirement researchers over the past year.
How to determine whether your asset mix is out of whack, your overall portfolio diversification is lacking, or you own too many investments.
Here are some key takeaways for investors after a tough year for most markets.
Christine and John discuss the key findings from ‘The State of Retirement Income’ study that they recently published.
As the new year dawns, here’s your plan to get financially fit, one job at a time.
Bookmark this guide to stay abreast of the tax-related dates and data that should be on your radar this year.
Tax and IRA expert Ed Slott shares tips for earning a tax break on charitable contributions.
Sequence-of-returns risk can leave even the best-laid retirement plans in tatters. Here’s what to do about it.
For many investors, the answer is no. Here's how to fix it.
Asset location is an important yet often overlooked part of portfolio planning.
Holding too many investments across too many accounts can obscure the big picture.
When it comes to setting an in-retirement spending rate, flexibility pays.
Tax and IRA expert Ed Slott discusses the benefits of selling depreciated securities, along with must-knows about the wash-sale rule and cost-basis elections.
Be sure to tend to these money matters before ringing in a new year.
A prominent author and investor shares his thoughts on hubris, choice overload, improvements the fund industry could make, and more.
Tax and IRA expert Ed Slott says that people taking required minimum distributions may have a bit of sticker shock this year.
What declining stock and bond prices and higher inflation mean for retirement income.
Tax and IRA expert Ed Slott on when conversions can result in the greatest tax savings—and what to know before you execute them.
With both stocks and bonds underwater, here's how retirees can manage portfolio withdrawals this year.
These seven steps tackle a lot of jobs: refilling cash, rebalancing, tax planning, and charitable giving.
These portfolios can help investors meet their needs at any life stage.
The author and retirement-planning expert discusses goals-based planning, managing sequence risk, and bucketing.
Is deciding what to do with an orphan 401(k) on your to-do list? Here are seven steps for getting it done.
Despite poor returns for most funds this year, many are distributing capital gains.
Follow these steps to tackle this daunting task.
The author and founder of Alpha Architect on market efficiency, trend-following, and investor behavior.
A diversified portfolio with various time frames can help you meet your income needs during retirement.
A financial planner and financial planning professor on the value of mentors at every life stage, the evolution of financial advice, and what works in financial education.
Traditional IRA contributions after RMD age may make sense in a handful of situations, but not many.
Strategies for making the most of your required minimum distributions in a volatile market.
Whether you’re seeking a single-fund option or using the building-block approach, here are some of our analysts’ best ideas.
A financial planner discusses how the hourly model for financial advice serves clients who are shut out of traditional advice models.
Some inflation hedges make more sense than others today.
While few are predicting a 1970s-style inflation spiral, it’s still worth thinking through how inflation could affect your plan.
They may just be the best development for investors since the index fund.
A frugal couple assesses their portfolio in the midst of volatility and a transition to true retirement.