13 Jan Sending your Required Minimum Distribution (RMD) directly to charity
You may be able to save tax dollars by donating your Required Minimum Distribution (RMD) directly to charity. ...
09 Jan Juggling 529 plans for three kids to pay for college without borrowing… yet
If you're the owner of a 529 plan, you have several options for beneficiary changes if you need them....
09 Jan Taking a pension now or later
When you take a pension will normally make a big difference in your monthly payment. ...
08 Jan Gifting assets to lower estate tax burden
Gifting money before you die can be a great way to lower estate taxes, but the move isn't without consequences. ...
08 Jan A safe and sound investment with a 12% return?
Safe and sound and 12% don't fit in the same investment sentence. ...
07 Jan How not to go broke: Ideas for a great 2015
Posted at 16:24h
in Viewpoints
Keeping up with the indexes isn't as important as it may seem. ...
07 Jan My pension: a lump sum or a monthly payment?
A lump sum might sound attractive, but it's not always the best pension option....
06 Jan Divorced woman, unemployed, faces unplanned early retirement
Posted at 12:33h
in Money Makeovers
Claudine, 56, wants to know if her money will last if she can't find a new job. ...
05 Jan My mom died and I’m managing her estate. Now what?
If you're the executor of an estate, you need to understand estate and inheritance tax rules....
05 Jan Flipping the Switch: Generating a paycheck from your portfolio
Posted at 16:10h
in Viewpoints
Having enough income to pay expenses in retirement sounds like a success story, but of course, it's not that simple....