It’s a good problem to have, but the nation’s wealthiest folks have a few extra challenges to address when making decisions about their withdrawal plan…
4 Ways RMDs Are Different for 401(k)s and for IRAs
For both types of retirement account, you need to take required minimum distributions after you turn age 70½. But there are differences in how and…
Stocks Are Risky – But Avoiding Them Can Be, Too
Without stocks, your retirement portfolio may not grow as fast as prices rise. With inflation at 3%, the $100,000 you have available to spend today…
A Healthy Way to Increase Your Retirement Savings: HSAs
If you don’t like paying taxes, health savings accounts could be a way to save for your health costs… and for retirement, too.
Is Your Retirement Portfolio Truly Diversified?
Retirees, make sure your bond holdings aren’t riskier than you think.
7 Spinoff Stocks That Could Be Better Than Their Parents
Permalink — https://www.kiplinger.com/slideshow/investing/T052-S015-7-spinoff-stocks-better-than-their-parents/index.html URL of source article. Date — October 17, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
7 Dow Jones Stocks That Pack a Growthy Punch
Permalink — https://www.kiplinger.com/slideshow/investing/T052-S001-7-dow-jones-stocks-that-pack-a-growthy-punch/index.html URL of source article. Date — October 17, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
Are You Pursuing an Overcrowded Career Field?
A guide to scouting the terrain before gearing up for a profession.
Best Silicon Valley Chip Stocks of the Bull Market
Permalink — https://www.kiplinger.com/slideshow/investing/T058-S001-best-silicon-valley-chip-stocks-of-the-bull-market/index.html URL of source article. Date — October 17, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
4 Tax-Savings Tasks to Complete Before Thanksgiving
Permalink — https://www.kiplinger.com/slideshow/taxes/T055-S014-4-tax-savings-tips-to-handle-before-thanksgiving/index.html URL of source article. Date — October 17, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
The 6 Best Bank ETFs for American Bulls
Permalink — https://www.kiplinger.com/slideshow/investing/T022-S001-the-6-best-bank-etfs-for-american-bulls/index.html URL of source article. Date — October 17, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
Alan Thicke Estate Dispute Highlights Pre-litigation Threats
Actor Alan Thicke – best known for his role on the TV show Growing Pains – passed away at the end of 2016, leaving behind…
The UK Trust Register
On 26 June 2017, the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017 (the Regulations) came into force, introducing…
Black Monday: What I Learned from the 1987 Stock Market Crash
Five key lessons from a breathtaking one-day plunge in the Dow Jones industrial average.
10 High-Yield Funds to Avoid
Permalink — https://www.kiplinger.com/slideshow/investing/T022-S001-10-high-yield-funds-to-avoid/index.html URL of source article. Date — October 16, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
10 Best Stocks to Buy and Hold for the Next Decade
Permalink — https://www.kiplinger.com/slideshow/investing/T052-S015-10-best-stocks-to-buy-and-hold-for-the-next-decade/index.html URL of source article. Date — October 16, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
The Incredible Shrinking 2% Social Security COLA
Monthly benefits will increase, on average, $27 in 2018. Or will they?
Income, Not Age, Should Determine Your Retirement Date
There is no magic age when you should or can retire, so don’t start counting down the years (or days). Instead, you need to dig…
Invest with Your Eyes Wide Open
Are you prepared for volatility? Before you make an investment, look carefully at its track record by asking these five questions.
Mom Always Knew Best
“Amy, I really need to talk to you about something important.” My mom said this to me weeks after we found out that her cancer,…
Guide to Medicare Open Enrollment for 2018
Shopping for a new Medicare Part D or Medicare Advantage plan for 2018 could save you money.
Freeze Your Credit in 3 Steps
Freezing your accounts at the three major credit bureaus is the best way to prevent thieves from opening new credit accounts in your name.
Moderate Inflation Will Return
Kiplinger’s latest forecast on inflation
9 Signs Your Identity Was Stolen
Damage can go deep long before you realize it.
How Losing a Spouse Could Boost a Survivor's Taxes
Switching to a single filing status and a few other changes that occur after losing a spouse could mean a dramatically higher tax bite. But…
Hurricane Recovery Pushes Up Sales
Kiplinger’s latest forecast on retail sales and consumer spending
10 Best Dow Jones Dividend Stocks
Permalink — https://www.kiplinger.com/slideshow/investing/T018-S015-10-best-dow-jones-dividend-stocks/index.html URL of source article. Date — October 13, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
Cybersecurity's Family Threat: Protecting Your Assets Starts at Home
Not all criminals are shady strangers lurking on the Internet. Some are much closer than you think (like family and friends), so don’t let your…
How to Fill Out a FAFSA for College Financial Aid
What you include on the application determines how much you’ll receive in grants, work-study and student loans.
6 Ways to Prevent Water Damage This Winter
If the worst happens, your homeowners insurance will cover leaks and burst pipes, or water that comes into your home through your roof and windows.…
4 Year-End Tax-Savings Tips to Handle Before Thanksgiving
Tax season will be here before you know it, and taking a few steps now could leave you in a much better place come April.
5 Things Not to Do When Planning Your Retirement
Sometimes a “to-don’t” list is more helpful than a to-do list. Here are five mistakes that many people make when thinking about retirement.
5 Small-Cap Stocks to Buy for Big Dividend Potential
Permalink — https://www.kiplinger.com/slideshow/investing/T052-S001-5-small-cap-stocks-to-buy-for-big-dividend-potenti/index.html URL of source article. Date — October 12, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
Texas Supreme Court Will Hear Oral Argument On Whether Texas Recognizes A Claim For Tortious Interference With Inheritance Rights
On October 11, 2017, the Texas Supreme Court will hear oral arguments in Anderson v. Archer, No. 03-13-00790-CV, 2016 Tex. App. LEXIS 2165 (Tex. App.—Austin…
Court Addresses Breach Of Fiduciary Duty and Partition Issues In Trust Dispute
In Koda v. Rossi, a mother created a trust that provided that her son was to serve as trustee and that she, he, and a…
How Should Couples Merge Their Finances While Still Maintaining Financial Independence?
Share your best advice with fellow readers.
Hurricanes Distort September Job Numbers
Kiplinger’s latest forecast on jobs
Form ADV: It's Like a Background Check for Your Financial Adviser
Investors curious about how their financial professional operates (including fees and any possible conflicts of interest) just need to take a look at their Form…
Form ADV: It's Like a Background Check for Your Financial Adviser
Investors curious about how their financial professional operates (including fees and any possible conflicts of interest) just need to take a look at their Form…
You're Just 5 Steps Away from Achieving Your Ideal Retirement
First off, do the math to find out if you have enough saved to actually retire.
10 Must-Watch Third-Quarter Earnings Reports
Permalink — https://www.kiplinger.com/slideshow/investing/T052-S001-10-must-watch-third-quarter-earnings-reports/index.html URL of source article. Date — October 11, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
Estate Planning Pitfall – You chose your executor too hastily
Haste makes waste. Or, in the case of estate planning, it can lead to other problems and, possibly, financial loss. Notably, if you don’t take…
The Story Of The $4 Billion Surcharge Case Against JPMorgan
A Dallas jury last month issued a verdict of more than $5 billion against JPMorgan Chase for various breaches of fiduciary duties – by any…
Estate Tax Changes Past, Present and Future
I. INTRODUCTION – This outline is a selective and evolving review of the history of the modern federal estate tax. It originated during the attempts…
Five Investments Yielding 5% or More
Permalink — https://www.kiplinger.com/slideshow/investing/T052-S003-five-investments-yielding-5-or-more/index.html URL of source article. Date — October 10, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
6 Best Dividend ETFs for Blue-Chip Income
Permalink — https://www.kiplinger.com/slideshow/investing/T022-S001-6-best-dividend-etfs-for-blue-chip-income/index.html URL of source article. Date — October 10, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
9 Reasons to Buy Walmart's Stock (WMT)
Permalink — https://www.kiplinger.com/slideshow/investing/T052-S001-9-reasons-to-buy-walmart-s-stock-wmt/index.html URL of source article. Date — October 10, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
Which Accounts to Spend Down First in Retirement? 4 Tips
Strictly following the conventional approach to pulling retirement income could rob people of control over their taxes.
5 Big Retirement Money Mistakes to Avoid
Permalink — https://www.kiplinger.com/slideshow/retirement/T047-S014-5-big-retirement-money-mistakes-to-avoid/index.html URL of source article. Date — October 10, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
Your Foreclosure Hearing Just Got More Crowded
On August 30, 2017, an amendment to North Carolina’s foreclosure statutes took immediate effect. The amended statute, Section 45-10, concerns substitute trustees under a deed…
Anti-SLAPP Case Features Arm Wrestling Siblings and a Prep School
California’s anti-SLAPP statute has generated another published case for trust and estate lawyers to ponder. Last week, in Urick v. Urick (2017) ___ Cal.App.5th ___,…
ABLE accounts benefit disabled family members
For families with disabled loved ones who are potentially eligible for means-tested government benefits such as Medicaid or Supplemental Security Income, estate planning can be…
ABLE accounts benefit disabled family members
For families with disabled loved ones who are potentially eligible for means-tested government benefits such as Medicaid or Supplemental Security Income, estate planning can be…
Tips for Harmonious Joint Family Ownership of Vacation Properties
With proper planning, owning vacation property with other family members can be a pleasant and even bonding experience. The key is to determine, as early…
Tips for Harmonious Joint Family Ownership of Vacation Properties
With proper planning, owning vacation property with other family members can be a pleasant and even bonding experience. The key is to determine, as early…
TIGTA Determines Improvements Are Needed In Estate And Gift Examination Processes
TIGTA recently released a report discusses their audit of the IRS’s estate and gift tax examination procedures. TIGTA made eight recommendations of changes to the…
TIGTA Determines Improvements Are Needed In Estate And Gift Examination Processes
TIGTA recently released a report discusses their audit of the IRS’s estate and gift tax examination procedures. TIGTA made eight recommendations of changes to the…
Black Monday: What I Learned from the 1987 Stock Market Crash
Five key lessons from a breathtaking one-day plunge in the Dow Jones industrial average.
Best Tech Stocks in Silicon Valley
Source: http://www.kiplinger.com/about/rss/kiplinger.rss Link: http://www.kiplinger.com/slideshow/investing/T058-S001-best-tech-stocks-in-silicon-valley/index.html
Earnings Calendar, Week of Oct. 9-13, 2017 (BLK, C, BAC)
Check out our weekly earnings calendar and read the latest quarterly earnings previews.
Best Tech Stocks in Silicon Valley
Permalink — https://www.kiplinger.com/slideshow/investing/T058-S001-best-tech-stocks-in-silicon-valley/index.html URL of source article. Date — October 7, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
Releases: End of the Road or Just a New Beginning?
The fiduciary who thinks a receipt and release is the answer to all future claims for an accounting and liability may have a surprise in…
Releases: End of the Road or Just a New Beginning?
The fiduciary who thinks a receipt and release is the answer to all future claims for an accounting and liability may have a surprise in…
How to Plan for the Unforeseen
The financial effects of unexpected events like death or illness can be blunted or controlled with some preparation, advisers say.
Planning ahead after a divorce
For those in the middle of a divorce, the last thing on their mind is a review of their estate plan. However, a major life…
Planning ahead after a divorce
For those in the middle of a divorce, the last thing on their mind is a review of their estate plan. However, a major life…
Social Security benefits: When is the right time to begin receiving payments?
For those nearing the age when they can begin receiving Social Security benefits, it’s important to understand how the timing of applying for benefits can…
Social Security benefits: When is the right time to begin receiving payments?
For those nearing the age when they can begin receiving Social Security benefits, it’s important to understand how the timing of applying for benefits can…
Withdrawal of Proposed Tax Regulations Affecting Availability of Valuation Discounts to Family Business Owners
In September and December of last year, we posted blog articles discussing the Treasury Department’s issuance of proposed regulations under Section 2704 of the Internal…
Withdrawal of Proposed Tax Regulations Affecting Availability of Valuation Discounts to Family Business Owners
In September and December of last year, we posted blog articles discussing the Treasury Department’s issuance of proposed regulations under Section 2704 of the Internal…
The Top Seven Things For Which A Business Owner Can Be Held Personally Liable
Share to email Share to facebook Share to twitter Share to linkedin Share to google Forbes Legal Council Successful chief legal execs & law firm partners share legal insights Opinions expressed by Forbes Contributors are their own. Post written by Doug Bend Doug is the founder of Bend Law Group, PC, a law firm focused […]
Medicare Part D Beneficiaries May Pay Less for Prescriptions in 2018
The infamous “doughnut hole,” the coverage gap in which you pay a big portion of Part D drug costs, will shrink a bit more next…
Uncovering the Real Costs in Your Mutual Fund
Hidden costs could be holding back the returns on your investment portfolio. Here are three places investors should take a closer look at when evaluating…
5 Stocks the Bull Market Left Behind
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Don't Let Late-in-the-Game Losses Destroy Years of Smart Saving
Even hot stock markets eventually cool off, and that could leave those near retirement (and those who recently retired) especially vulnerable.
Don't Let Late-in-the-Game Losses Destroy Years of Smart Saving
Even hot stock markets eventually cool off, and that could leave those near retirement (and those who recently retired) especially vulnerable.
5 Stocks the Bull Market Left Behind
Permalink — https://www.kiplinger.com/slideshow/investing/T052-S002-5-stocks-the-bull-market-left-behind/index.html URL of source article. Date — October 6, 2017 4:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.
Tax Reform Update: A Call for Committee Action
On September 27, 2017, the Secretary of the Treasury, the Director of the National Economic Council, the Chair of the U.S. House Ways and Means…
Tax Reform Update: A Call for Committee Action
On September 27, 2017, the Secretary of the Treasury, the Director of the National Economic Council, the Chair of the U.S. House Ways and Means…
Proposed Section 2704 Regulations to be Withdrawn
Remember all that time and energy you put into figuring out what the proposed regulations under Section 2704 were all about? Well, you’re going to…
Proposed Section 2704 Regulations to be Withdrawn
Remember all that time and energy you put into figuring out what the proposed regulations under Section 2704 were all about? Well, you’re going to…
IRS and Treasury Department Announce Withdrawal of Proposed 2704 Regulations
On October 4, 2017, in its Second Report to the President Identifying and Reducing Tax Regulatory Burdens the U.S. Department of the Treasury announced that…
IRS and Treasury Department Announce Withdrawal of Proposed 2704 Regulations
On October 4, 2017, in its Second Report to the President Identifying and Reducing Tax Regulatory Burdens the U.S. Department of the Treasury announced that…
The Wrong Estate Executor Can Make Family Drama Worse, As Jerry Garcia’s Heirs Discovered
When Grateful Dead legend Jerry Garcia died of a heart attack in 1995 at age 53, he left his assets to his third wife, three…
The Wrong Estate Executor Can Make Family Drama Worse, As Jerry Garcia’s Heirs Discovered
When Grateful Dead legend Jerry Garcia died of a heart attack in 1995 at age 53, he left his assets to his third wife, three…
Treasury Plans to Pull Unpopular Discount Regulation
As discussed earlier this summer, Treasury and the IRS identified as a burdensome regulation the Proposed Regulations under Section 2704 of the Internal Revenue Code,…
Treasury Plans to Pull Unpopular Discount Regulation
As discussed earlier this summer, Treasury and the IRS identified as a burdensome regulation the Proposed Regulations under Section 2704 of the Internal Revenue Code,…
New York Special Needs Act Becomes Law
Governor Andrew Cuomo recently signed legislation which amends New York law to allow mentally-competent disabled individuals under age 65 to establish a first-party Special Needs…
New York Special Needs Act Becomes Law
Governor Andrew Cuomo recently signed legislation which amends New York law to allow mentally-competent disabled individuals under age 65 to establish a first-party Special Needs…
5 Big Money Mistakes to Avoid in Retirement
From a misguided decision on when to retire to going too heavy in stocks, people make these same five mistakes every day. Don’t be one…
15 Money-Saving Tips and Tricks for College Costs
To help keep costs under control during the school year, here are 15 things that parents of college students can think about trying.
Beyond Disney: 8 Affordable Family Destinations in the U.S.
Source: http://www.kiplinger.com/about/rss/kiplinger.rss Link: http://www.kiplinger.com/article/spending/T059-C000-S015-8-affordable-family-destinations-in-the-u-s.html
The Psychology of a Market Bubble
The best defense against a bubble is a well-diversified portfolio. That helps ensure that losses in one sector or asset class won’t sink you overall.
Do These 9 Things Now to Make Holiday Air Travel Easier
Helpful tips to take the hassle out of getting away.
File the FAFSA Now for More Financial Aid in the 2018-19 School Year
You can file your Free Application for Federal Student Aid as early as October 1 — and the sooner, the better.
4 Mutual Fund Managers Who Can Help You Beat the Market
Star fund managers are a vanishing breed, but I still think they offer value to the investor.
Costco (COST) Earnings Preview: Can the Warehouse Club Make Wall Street Forget Amazon?
Better-than-expected sales and profits after Thursday’s closing bell would help allay investors’ Amazon.com fears.
The Stodgy Vanguard Wellington Fund Still Delights Investors
Wellington, a balanced fund, is almost 100 years old.
The Bear Market Quiz
Source: http://www.kiplinger.com/about/rss/kiplinger.rss Link: http://www.kiplinger.com/quiz/investing/T038-S003-the-bear-market-quiz/index.html
Exports Rise, but Imports Rise More
Kiplinger’s latest forecast on the direction of the trade deficit.
Insight on Estate Planning – October/November 2017
In This Issue: – Social Security benefits When is the right time to begin receiving payments? – Planning ahead after a divorce – ABLE accounts…
Insight on Estate Planning – October/November 2017
In This Issue: – Social Security benefits When is the right time to begin receiving payments? – Planning ahead after a divorce – ABLE accounts…
5 Cheap Dividend Aristocrats to Buy
Source: http://www.kiplinger.com/about/rss/kiplinger.rss Link: http://www.kiplinger.com/slideshow/investing/T052-S001-5-cheap-dividend-aristocrats-to-buy/index.html
The Least Tax-Friendly States in the U.S.
Source: http://www.kiplinger.com/about/rss/kiplinger.rss Link: http://www.kiplinger.com/slideshow/taxes/T054-S003-least-tax-friendly-states-in-us/index.html
The Most Tax-Friendly States in the U.S.
Source: http://www.kiplinger.com/about/rss/kiplinger.rss Link: http://www.kiplinger.com/slideshow/taxes/T054-S003-most-tax-friendly-states-in-us/index.html
7 Stocks to Sell Before the Crash – And Tesla is #1!
Source: http://www.kiplinger.com/about/rss/kiplinger.rss Link: http://www.kiplinger.com/slideshow/investing/T052-S015-7-stocks-to-sell-before-the-crash-and-tesla-is-1/index.html
Don't Overlook These 5 Retirement Income Risks
Even if you’ve been a diligent saver, any of these often-overlooked dangers might pose a threat to your future happiness.
Want Real Estate Without Hassle? Consider a DST
Before you get into the landlord biz (or if you’d like to get out of it), there could be an easier way to invest in…
State-by-State Guide to Taxes
Compare state tax rates and rules — on income, ordinary purchases, gas, sin products, property, and more — across the U.S.
The 10 Most Tax-Friendly States in the U.S.
While the unemployment rate has hovered below 5% since mid-2016, wages have remained relatively flat, with average salary increases expected to increase just 3% in…
What is an Estate Executor’s Role?
Often when a person is appointed to serve as the executor (if there was a will) or administrator (if there was not a will) of…
What is an Estate Executor’s Role?
Often when a person is appointed to serve as the executor (if there was a will) or administrator (if there was not a will) of…
The 10 Least Shareholder-Friendly Stocks
Source: http://www.kiplinger.com/about/rss/kiplinger.rss Link: http://www.kiplinger.com/slideshow/investing/T052-S001-the-10-least-shareholder-friendly-stocks/index.html
What You Must Know About Charitable Gift Annuities
They aren’t for everyone, but this donation could generate income.
Best Financial Services at Warehouse Clubs
Source: http://www.kiplinger.com/about/rss/kiplinger.rss Link: http://www.kiplinger.com/slideshow/spending/T065-S002-best-financial-services-at-warehouse-clubs/index.html
How to Vet a Contractor
Before you agree to work with a particular remodeling company, here’s what you need to know.
What Single Women Need to Know About Money
Women often face a savings shortfall as they approach retirement. The goal is to catch up as soon as possible.
Paying It Forward
I took control of my parents’ finances when Dad showed signs of dementia.
How to Provide Financial Help to Aging Parents
When it’s time to step in, avoid the stumbling blocks with these strategies.
A Premium Travel Credit Card — With a Catch
If you’re a frequent flier, this rewards card may be worth your while.
Be as Picky with Your Financial Pro as You'd be with a Date
Don’t settle for the first one who asks for your number. Do some checking to know the type of person you’re dealing with.
Promising News for Student Loan Borrowers
A recent lawsuit against private student loan borrowers has been dismissed. Here’s what you need to know.
How to Remodel Your Home
Transform your home the way you want, on time and on budget.
How to Avoid Fraudulent Online Merchants
Tips on how to steer clear of fraud and late shipments when you’re doing your holiday shopping.
What a Weaker Dollar Means to You
Travel abroad is more expensive, but your overseas investments may benefit.
Financial Planners Embrace the Fiduciary Rule
Certified financial planners aim to put you first at all times.
How Financial Firms Help to Prevent Financial Exploitation
Crackdown aimed at protecting nest eggs of clients age 65 and older.