Unlike taxable asset portfolios, retirement assets, such as traditional IRAs, 401(k)s and other qualified retirement plan assets, are generally subject to ordinary income taxes when distributed ...

Prepare for rising healthcare costs: As too many people have learned, medical and healthcare costs can eat up a huge chunk of your retirement assets — and they are continuing to rise.

Christine Benz, director of personal finance and retirement planning for Morningstar, discusses what to do with your ...

Have they heard of smart girl math? While “girl math” poked ... you could start with a balanced unit trust, where asset allocations are made on your behalf. If you're in it for the long ...

Your retirement investment decisions should flow from a target asset allocation that aligns ... Once you implement one of the above portfolios, it's smart to think about how you'll maintain ...

This ongoing Retirement Daily Special Report spotlights ... professional who is keenly aware of things like the division of assets. Having a therapist or divorce coach can be invaluable as ...

Be sure you follow the proper process to avoid adverse consequences Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the accounting, audit, and ...

This equity is a source boomers can tap in retirement for everything from ... you can invest in more significant properties ...

That concern has fueled an uptick in the number of Americans who are putting together a ‘plan B’ for moving themselves and/or their assets abroad. This is a consequential decision that ...

By establishing a trust as part of their will, they can help protect their child’s assets in a divorce ... CFP®, CIMA®, is author of "Girl Talk, Money Talk, The Smart Girl's Guide to Money ...

While smart contracts have all kinds of applications, the relevant one in this case is NFTs. There are quite a few benefits of digital assets, but they also have their fair share of drawbacks.

is a federal law enacted in 1974 that protects retirement assets by requiring clear plan details, fiduciary responsibility and participant rights. Employers and plan administrators must provide ...