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.
Here are ten ways to create reliable, low-risk income streams that can help you maintain the lifestyle you want in retirement.
I’m single and will be turning 71 in December. My portfolio consists of $2 million in an IRA, $200,000 in a Roth IRA, and about $600,000 in savings. The majority of these funds are held with a major ...
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 ...
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 ...
Asset allocation is the diversification of your retirement account across stocks, bonds, and cash. Your age is a primary consideration when you're managing allocation because the older you are ...
This equity is a source boomers can tap in retirement for everything from ... you can invest in more significant properties ...
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 ...
We shouldn't cover use cases for smart contracts without talking about non-fungible tokens (NFTs), which have become wildly popular. An NFT is any type of unique digital asset stored on a blockchain.
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 ...