Poor Man’s 1031 Exchange Emerges in Real Estate Loans
In 2026, a calendar-year depreciation tactic is drawing interest from small investors who want to offset gains from p...
Which Index Funds Are Most Tax Efficient
Certain index funds offer superior tax efficiency due to turnover and structure; evaluate these factors when building your lineup.
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Inherited IRA Sparks Unexpected Medicare Surcharge
A retiree inherits a traditional IRA and sees Medicare premiums rise in 2026 due to a 2024 income spike, exposing the...
Gas Prices Rise, Almost Exactly Offsetting Boost From Refunds This Year
Gas prices climb as policy gains from the One Big Beautiful Bill Act spark optimism. Economists warn the higher fuel ...
Age Trends in Retirement Planning: What It Means for You
Age trends in retirement planning are reshaping how we save, invest, and withdraw. This guide breaks down what works ...
Money: Diversifying with Managed Futures ETFs for Portfolios
Managed futures ETFs offer a path to diversification when risks rise across markets. This guide explains how they wor...
One-Time Roth Conversion Could Raise Medicare Premiums
A single Roth conversion at 64 can trigger higher Medicare premiums two years down the line due to IRMAA rules. Here'...
Bitcoin Price Prediction: Eyes on Upside with Franklin Bets
Franklin Templeton is pursuing two ETFs that redirect dividend payments into Bitcoin exposure, a move that could redr...
This Average 401(K) Balance by Age: How Do You Compare?
Wondering how your retirement savings stack up? This guide breaks down this average 401(K) balance by age, explains w...
MiB: Remembering Jonathan Clements with Zweig and Bernstein
Jonathan Clements changed how everyday investors think about money. In this MiB-inspired reflection, Jason Zweig and ...
Iconic ETFs: Two Very Different Slices of the U.S. Market
Two iconic ETFs sit at opposite ends of the market-cap spectrum. One tracks big, established giants; the other captur...
Trump Cost Social Security Sparks Market Fears and Fallout
A new senior tax deduction linked to a Trump policy could cost Social Security $169 billion through 2028, prompting r...
Florida Court Shields Unused Funds From Garnishment
A Florida appeals court ruled that undisbursed funds from a reverse mortgage line of credit are protected by the home...
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