Investors Were Promised Returns: Lessons From a Fraud Case
A Wisconsin investment scheme turned from high hopes to hard lessons. Investors were promised returns, but prosecutor...
Where To Look For A Retirement Financial Advisor
Knowing where to look for a retirement financial advisor can streamline your search. Learn about the best resources to find qualified professionals.
21,756 articles
The $2.2 Million 401(k) Could Cost Medicare Surcharges
A multi-million 401K balance can lead to Medicare surcharges if MAGI climbs after retirement. A five-year Roth conver...
Clark Howard’s Rule: Build Retirement Savings Steadily
A steady, automatic savings plan inspired by Clark Howard’s rule: build is gaining traction as workers push toward mi...
IRMAA Shock for Retired Firefighter with $810,000 Pension
The case centers on retired firefighter with $810,000 in savings who discovers Medicare IRMAA surcharges after a lump...
Doctors Earning $400K Quietly Funnel Roth Funds Into IRAs
A growing number of high-earning physicians are leveraging after-tax 401(k) contributions to push about $70,000 annua...
Medicare Surcharges Spike to $1,062 at $109,000 MAGI
A tiny misstep over the MAGI line can trigger a full Medicare premium surcharge of $1,062. This report explains who i...
58-Year-OldJustInherited $1.2M: Tax Timing Risk
A 58-year-old marketing director inherits a $1.2 million traditional IRA. Tax timing within the 10-year rule could sa...
Mega Backdoor Roth: Some 401(k)s Let You Stash Big Tax-Free
Some large employers enable a tax-free backdoor into Roth retirement money through a mega backdoor Roth feature. The ...
This Dividend Portfolio That Covers Your Kid’s Loans
As student debt relief conversations continue and markets wobble, families are exploring a dividend-driven approach t...
The Silent Risk Over Diversification in Retirement Portfolios
Retirees may be over-diversifying their portfolios, risking income stability as markets move. New analysis suggests a...
Backdoor Roth 401(K) Loophole Sparks Tax-Free Conversions
High earners are pursuing a legal workaround—backdoor roth 401(K) conversions—to move after-tax 401(K) money into Rot...
Role That Turned Dangerous: How Fame Affects Finances
When a once-heroic role sparks threats and backlash, it isn’t only the emotions that suffer. The financial ripple can...
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