Some wealthy and low-income married couples are losing out at tax time, but experts say eliminating the marriage penalty is complicated.» Read More
In the debate over the effect of the expiring Bush tax cuts on small business, it’s already possible to do the math. And the Obama administration is pointing to the tax savings that all small-business owners would reap from its own plan to extend the cuts at all but the highest income levels — if, that is, the alternative is letting the cuts expire altogether.
Shaken by what seemed to be an earthquake in the world’s financial markets two years ago, millions of retirees fled to safety, shifting their holdings into safer investments. What should they do now? The NYT reports.
A new study by Boston College's Center for Retirement Research says Americans are $6.6 trillion short of what they need to retire.
Investors are not playing the stock market game with confidence like they used to, mainly because the game of making money has gotten tougher and more volatile since the financial crisis. Retail investors are buying fewer stocks. Instead, they're moving into safer investments, like cash and bonds.
While investors favor mutual funds with four-or five-star ratings, there may be hidden gems in some of the lower-rated funds. “Just because a fund’s been underperforming doesn’t mean it’s not worth owning,’’ says one pro.
It probably makes sense to convert your old 401 (k) to a Roth IRA if you think you're going to be in a higher tax bracket later and you have the money to pay the taxes you'll incur with the conversion.
Stay away from Treasurys as they’ve been rallying since 1981 - equivalent to a 19-year bull run, said Marc Faber, editor & publisher of The Gloom, Boom & Doom Report.
In most cases, a financial adviser will recommend not to pay off your mortgage ahead of time. But when it does make sense to break that rule, it could mean a new and better retirement.
As incoming freshmen start packing up and heading off to campus and high-school seniors contemplate what they need to do to prepare applications this fall, many parents and students are asking the question: How are we going to pay for college?
The practices that consumers have adopted in response to the economic crisis ultimately could...make them happier. New studies of consumption and happiness show, for instance, that people are happier when they spend money on experiences instead of material objects, when they relish what they plan to buy long before they buy it, and when they stop trying to outdo the Joneses.
Starting in July 2011, firms that are 401(k) service providers must disclose in writing all direct and indirect compensation received, make available plan investment options in connection with brokerage and record-keeping services or both and disclose any changes to the fee structure within 60 days.
The tax-free growth offered by a Roth IRA can help stretch retirement savings—and that's good news for all Americans, half of whom are at risk of running out of retirement money.
You will enjoy your golden years here—or get your money back. That's the guarantee that residents of retirement communities like Vi at Highlands Ranch outside Denver are banking on.
There is nothing like an inquisitive child to make you realize just how complicated the topic of money is.
Here's something that the struggling hotel sector prefers not to spotlight: it is a favorite target of hackers. The NYT reports.
The Securities and Exchange Commission has introduced new rules to help investors figure out how target-date funds in their 401(k) and other retirement accounts are supposed to hit their target.
After months of haggling, the terms of financial reform are set in Congress. The New York Times explains how this will impact your wallet.
At a time when many banks have become notorious for taking money away from checking account customers, a start-up is planning to double what it’s putting back in account holders’ wallets.
During a recent American Beacon Advisors investment forum in New York, asset managers explained how they are reacting to market volatility and euro zone risks, as they look for new investment opportunities.
If you’re an investor in BP and rely on dividend income to pay your daily expenses, rememeber that relying on one stock or even a handful of stocks is incredibly risky.
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