Retirement

This is a real case and the facts are as reported to us by the wife of an elder and her daughters.Wife is 82 and her husband is 81. They have amassed significant wealth, though the husband was always in charge of managing it. But a few…

A retiree looks out the window of her room.Getty ImagesRecent articles have noted the excellent economic statistics we are seeing today, many of which are the best in a generation. The labor market is flourishing, and not just for rich…

With affluent Baby Boomers sitting on loads of cash, intrafamily loans can be a win-win, so long as you pay attention to the tax rules and the paperwork.By Kelly Phillips Erb, Forbes Staff Ever since the Federal Reserve started fighting…

gettyThe earliest most people can apply for Social Security benefits is 62. You can apply for survivor benefits at age 60 and not married. Whenever you apply for Social Security benefits before your full retirement age, those benefits are…

gettyUnderstanding the differences between mutual funds and index funds is fundamental for any investor navigating the diverse landscape of investment options. While both vehicles play critical roles in portfolios, they operate quite…

You don't need to be a patient on Greys Anatomy to get benefits from a Health Savings account. GREYS ... ANATOMY - Good as Hell Amidst the need for more surgeons, Jo tries to convince Bailey to let her switch specialties. Elsewhere, Link…

Saving for retirementgettyIf you think of your 401(k) plan in the context of how to leverage your retirement savings, think about 401(k) matching. Leverage makes your job as an investor ever so much easier, and what can be better than a…

gettygettyAt the start of 2023, prior year uncertainty and economic turbulence persisted, which caused concerns and market volatility. However, as we approach the end of 2023, there is cause for optimism. The market has rebounded, economic…

If you have a big wad in a pretax IRA, sit down with your accountant now. Taxes are likely headed higher.By William Baldwin, Forbes Staff Tax rates are going up. Do your conversions now. That’s a starting point in the complex game of IRA…

401(k) accounts leverage time and money.gettyIf you work for a company that offers you a way to leverage your retirement savings, it pays to learn as much as possible about how that works. Your 401(k) plan is a key tool to make it easier to…