-
Contribution limits to 401(k) retirement plans for next year remain unchanged based on inflation adjustments made by the Treasury Department; Plus, four easy retirement plans for the self-employed.
October 22 -
Capital gains of up to $250,000 for individuals or $500,000 for couples will be exempted from tax, provided it was the seller's primary home for two of the previous five years.
October 22 -
Keep your reputation intact, and your clients on track, by telling them to expect modest stock returns in the future.
October 21 -
Seniors who consider filing for Social Security benefits before the end of the year to avoid a hefty increase in Medicare Part B premium next year are advised to drop their plan; Plus, eight ways to build more retirement wealth.
October 21 -
Retirees are better off having an immediate annuity than other kinds of annuities, which charge hefty fees and early withdrawal penalties; Plus, 12 common IRA mistakes to avoid.
October 20 -
Visualization can help clients address imminent risks to their retirement by allowing them to answer questions that contribute to making sound financial decisions; Plus, eight money moves your clients should make before retirement.
October 19 -
Clients are advised against trying to time the market or overreacting to speculation and media reports; Plus, millennials can't wait to pay off debt but many worry they don't earn enough.
October 14 -
This strategy allows clients to buy more shares over time, but it also can reinforce jitters if they're nervous about market declines; Plus, how clients can avoid Medicare Part-B increases next year.
October 13 -
Federal Reserve Bank of New York President William C. Dudley said he expects the U.S. central bank to raise interest rates by December, while cautioning that this was not a pledge to action and will depend on the economy staying on track.
October 9 -
Long-term investors should take advantage of stock volatility, rather than immediately sell stocks and turn to bonds; Plus, how to make sure your clients' adult children retire well.
October 9