How to Minimize Your Heirs’ Tax Burden on Inherited IRAs and 401(k)s
by The stretch-IRA strategy was largely phased out after the Secure Act of 2019, leaving heirs with less tax leeway. Financial professionals have some solutions. Illustration …
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My account dropped 20%, and my advisor couldn’t explain why. What is the correct move?
If you reject an advisor who cannot clearly communicate losses. to you? Getty Images/iStockphoto Question: I went through a 20% loss with my investments at …
There may be another shoe to drop after Micron’s big failure
Micron Technology Inc. presented an outlook that was far from the consensus view, raising questions about how the memory market will fare in a downturn. …
“I wouldn’t be successful in my job without her”: My boyfriend cleans, cooks and takes care of my child. I pay her $50 a day. Am I taking advantage of her?
I’m a work-from-home mom and my bosses have no intention of bringing me back to the office right now. To really get the job done, …
AutoZone and 3 other stockpiles of car parts that look like shopping
Text size Morgan Stanley recently upgraded AutoZone, citing its ability to deliver higher prices to consumers. Andrea Morales / Bloomberg Car parts retailers have outgrown …
Do you need to transfer your 401 (k) to an IRA? It can cost you tens of thousands.
Text size Retirement savings would do well to check the fund supplies in 401 (k) accounts held with former employers before transferring to an IRA. …
This veteran money manager has seen it all. And these 19 dividend shares are going through its strict quality display right now.
Lewis Altfest’s time in the financial industry spans seven decades. He has some tips for investors who are not used to creepy stock price movements. …
See how likely it is that your Social Security check will increase next year
Good news – somewhat. If you are retiring or about to retire, next year’s Social Security checks are likely to see one of the biggest …
3 big problems with the new pension reforms of the Congress
A new series of reforms to America’s pension tax and savings plans passed a major hurdle in Congress last week. Known as the SECURE Act …
Vanguard is suing a UHNW consultant for alleged customer invitations
The Vanguard Group is suing one of its former financial advisers with super-high net worth for alleged breach of a one-year agreement it signed as …