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Boost Your After-Tax Investment Returns
options You can extend the life of your nest egg by carefully managing the tax bite on your portfolio.
By Susan B. Garland • Published
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Social Security Offers Lump Sum Payouts
retirement If you are past full retirement age, you can undo the decision to delay benefits if you suddenly need cash.
By Rachel L. Sheedy • Last updated
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How to Minimize Taxes When You Inherit an IRA
IRAs One key: Take minimum distributions each year based on your life expectancy.
By Kimberly Lankford • Last updated
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A Pension Strategy That Could Backfire
Making Your Money Last Taking a life-only pension payout and buying life insurance to protect a spouse comes with risks.
By Susan B. Garland • Last updated
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Check Options Before Rolling Over a 401(k)
401(k)s The popular choice might not be the right one for you.
By Rachel L. Sheedy • Last updated
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7 Annuity Mistakes to Avoid
annuities Annuities guarantee lifetime income, but they can be complex and expensive.
By Kimberly Lankford • Last updated
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New Health Insurance Options for Early Retirees
insurance You might get a better deal on the new exchanges starting in 2014.
By Kimberly Lankford • Published
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9 Investment Ideas That Yield 6-9%
investing Reach for more yield with master limited partnerships, mortgage-owning REITs and more.
By Nellie S. Huang • Published