Tag: Retirement planning
Most employees don’t leverage this ‘triple-tax-free’ account, advisor says. Here’s how...
Marco Vdm | E+ | Getty ImagesMany employees have a health savings account, which offers tax incentives to save for medical expenses. However,...
Some market experts are talking about ‘animal spirits.’ Here’s what that...
A trader wears a Trump hat as he works on the floor of the New York Stock Exchange during the opening bell on...
Credit card debt among retirees jumps — ‘It’s alarming,’ researcher says
Mixetto | E+ | Getty ImagesThe share of Americans with credit-card debt in retirement has jumped considerably — a worrisome financial trend, especially...
Big retirement rule changes are coming in 2025 — here’s how...
Baona | E+ | Getty ImagesMore from FA Playbook:Here's a look at other stories impacting the financial advisor business.Starting in 2025, investors age...
Demand for Roth IRA conversions may increase — even without tax...
dowell | Moment | Getty ImagesBefore the election, some advisors increased Roth individual retirement account conversions for clients amid the threat of higher...
You could face the ‘survivor’s penalty’ after a spouse dies —...
Andrew Bret Wallis | The Image Bank | Getty ImagesAfter a spouse dies, some retirees face a costly surprise — higher taxes.Couples, however,...
Do I have enough money to retire? Ask yourself these 3...
Panama is one of the most affordable places to retire abroad.Helovi | E+ | Getty ImagesToday's investors face one looming question: Will I...
For investors, ‘there are a number of reasons to be bullish,’...
Traders work on the floor at the New York Stock Exchange on Oct. 24, 2024.Brendan McDermid | ReutersWith the U.S. presidential election less...
It’s not always ‘a sexy thing’ to be a millionaire, former...
Brandon CopelandCopeland MediaBrandon Copeland is a former NFL linebacker turned coach. But the type of coaching he gravitates to isn't in the realm...
