Investing & Retiring
News
How New Tax Law Changes 529 Plans
The 2017 Tax Cuts and Jobs Act will bring significant changes to individual taxpayers, but states will also be affected by some of the law's...
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News
Millennial Retirement Perceptions
Millennial Retirement Idealism
How will millennials do in retirement? Very well...or so they think. A recent survey by Aperion Care on mi...
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Q&A
Asked by Katie
Answered by Michael Hoffman, RFC, CLU, ChFCPRO+ in Grass Valley, CA
Katie,
Conversion from a traditional IRA to
a Roth IRA is beneficial when the amount you
are converting allows you to stay in the same
tax bracket and you have time...
Q&A
Asked by Lynn
Answered by Martin Leclerc, Financial Adviser in Bryn Mawr, PA
First, dividend payments by corporations are
not a deductable expense. Therefore,
dividends are paid from after-tax income by
companies with profits.
Second, any
...
News
Automatic 401(k) Savers Incur More Debt
More Savings, More Debt
Do you participate in a 401(k) plan at work? If so, were you automatically signed-up by your employer? A new stud...
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Q&A
Asked by Martha
Answered by Alex Bentley, Financial AdviserPRO+ in Pacific Palisades, CA
Derivatives are securities based on another
security or index. For example, an option to
buy a stock is based on a particular stock,
but the stock itself represents o...
Q&A
Asked by John
Answered by Alex Bentley, Financial AdviserPRO+ in Pacific Palisades, CA
Volatility is more about the balance of buy to
sell orders than the daily volume.
News
8 Reasons You May Actually Be Unprepared For Retirement
Are you really as prepared for retirement as you think you are? The recent National Retirement Risk Index (NRRI) suggests that 52% of Americ...
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Guide
Video: My Best Money-Saving Hack
How can a “pause button” help your finances? In our exclusive video above, NerdWallet Columnist Liz Weston, CFP®, shares her number one tip ...
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