4 Tax-Free Investments: Tax Strategies Scan
Four investments clients can make completely tax-free; Plus, how the mega-rich avoid paying taxes.
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Gen Xers can save in their 401(k) plans for a longer period of time compared with baby boomers, and can expect higher tax-deferred investment growth; Plus, the best and worst states for retirement. more »
Target date funds charge higher fees and don't perform well during a financial crisis; Plus, three great freebies for retirees. more »
After years of low interest rates and rising stock markets, once-conservative strategies might actually be putting investors in risky situations. Here's where some income investors are going wrong. more »
Future retirees whose non-Social Security income exceeds $80,000 would see benefit cuts under a proposal by the New Jersey governor; Plus, why Roth IRA tax tricks won't rescue an investor's retirement. more »
Because the various fund sponsors report data inconsistently and often with delays, it's hard to get a clean comparison between rival offerings. more »
Entrepreneurs who are operating abroad need to take advantage of qualified retirement accounts for their business; Plus, why Social Security reform will never happen. more »
For clients who want retirement income with minimal equity risk, advisors should recognize the 'mortality credit' advantage that the pooled funds in an immediate annuity can offer. more »
Nearly 60% of retirees started collecting Social Security before they reached full retirement age, reducing benefits by as much as 30%, according to a survey. more »
With the following funds up more than 25% in three months, clients may be eager to get in. But advisors won't be so easily swayed. more »
Investors are being prompted to ask some tough questions on the value their advisors bring, as well as training and compensation; Plus, how to build a tax-efficient portfolio for clients. more »
This type of insurance will not cover a policy holder's expenses for the first 180 days of care, a major concern for those without substantial savings; Plus, how to make the most from a Roth IRA. more »
The more portfolio managers invest in their own funds the better, according to a recent Morningstar study. more »
The world's largest bond fund has cut back on U.S. securities as yields are expected to rise this year. more »
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