Planning
Prepare for financial milestones and events
Saving for retirement
Retire with Fixed Indexed Annuities
Fixed indexed annuities can offer those in or near retirement a balance of security and potential growth. Let's explore what they are and how they work.
Is Crypto Good for Retirement?
Some 401(k) plans may soon offer Bitcoin as an investment option. Should you consider cryptocurrencies for your retirement savings?
Retirement Match From Uncle Sam
The Saver's Credit is like a retirement match from Uncle Sam if you qualify. Here's what you need to know—and do.
In retirement
4 Retirement Risks to Avoid
The five years before and after retirement are among the most important—and vulnerable—for your savings. Make the most of your later years by getting ahead of the potential risks.
Bucket Strategy for Retirement
Learn about the "bucket approach," a drawdown strategy that involves holding three different buckets of money, or separate asset accounts, for retirement.
Handling Common Retirement Fears
Preparing for retirement can feel like an intimidating task. However, there are some things you can do to reduce common fears.
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Taxes
Taxes on Wash Sales and More
For end-of-year tax planning, traders and investors should know how wash sales, constructive sales, short positions, and Section 1256 contracts could impact their taxes.
Tax Tips for Traders
Traders have special tax considerations, including Schedule D, Form 8949, Section 1256 contracts, and collectibles tax treatment. Here are a few tips for tackling the extra filing.
College and education
Coverdell Savings Accounts
Coverdell Education Savings Accounts can provide more flexible investing options compared to 529 college savings plans.
Costly College-Saving Mistakes
A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid.
College Custodial Accounts
Custodial accounts may not offer the tax benefits of 529 plans, but they can be used to fund expenses that 529 plans don't cover.
Estate planning
Start Your Estate Plan Early
No matter your age or financial situation, organizing your affairs and estate can be a fruitful exercise at any point during your financial journey, but the sooner, the better.
Should You Disinherit a Child?
Family rifts sometimes lead to estrangement—resulting in thoughts of disinheritance. But consider the consequences before you exclude a loved one from your estate.
Handling an Inherited Business
Inheriting a business can be a great honor—and potentially a great burden. Here's how to assess its viability and navigate the tax bill.