Emergency savings provisions in Secure 2.0 may help shore up short- and long-term financial security, experts say
Coming up with the cash to cover an unexpected emergency expense can be a challenge for many individuals and families. …
Individual retirement accounts
‘This is a crisis.’ Why more workers need access to retirement savings
Secretary of Labor Marty Walsh speaks during a news conference at the White House in Washington, April 2, 2021. Erin …
How Congress may make it easier to set money aside for emergency expenses
Thomas Barwick | Digitalvision | Getty Images Many families struggle to come up with the cash when faced with an …
For retirement-system changes proposed in Congress via ‘Secure 2.0,’ December is do-or-die time
Samuel Corum | Getty Images News | Getty Images For supporters of congressional proposals to improve the U.S. retirement system, …
This midterm election outcome is ‘typically good for markets’: What investors can expect
Election workers open mail in ballots at the Maricopa County Tabulation and Election Center in Phoenix on Nov. 11, 2022. …
Op-ed: Here’s a year-end checklist to help you navigate some complicated financial issues
Westend61 | Westend61 | Getty Images The end of the year is one of the most important times for investors …
This individual retirement account deduction mistake may derail your tax break
dowell | Moment | Getty Images As the year-end approaches, you may be looking for ways to lower your 2022 …
How top-ranked financial advisors are responding to near-retiree concerns about inflation, longevity
Fizkes | Istock | Getty Images Reaching retirement with a nest egg that you trust will last is a stressful …
The best year-end tax strategies from top-ranked advisors – including a ‘once in a multiple-decade opportunity’
Tetra Images | Tetra images | Getty Images After several months of soaring inflation, stock market volatility and interest rate …
These are common (and costly) Roth IRA conversion mistakes. Here’s how to avoid them
Ridofranz | Istock | Getty Images Roth individual retirement account conversions may be alluring when the stock market dips. But …
Congress is still considering changes to the retirement system, including catch-up contributions
There’s still a decent chance that changes to the U.S. retirement system will be enacted before the end of the …
The tax extension deadline is Oct. 17. Watch out for these 3 common errors, advisors warn
If you’re looking to meet the Oct. 17 tax extension deadline, make sure you don’t skip key forms as you’re …
Higher-income Medicare beneficiaries may see smaller premium surcharges in 2023. Here are tips for reducing them even more
Shapecharge | E+ | Getty Images If you’re a higher-income Medicare beneficiary, you may be paying less in extra premium …
New retirees will face financial surprises. Advisors share how to stay ahead of those shocks
Retirement is a major goal many workers keep their eye on throughout their career. However, once people actually reach retirement …