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Nine Lessons to Be Learned From the Hilton Family Trust Contest

This article discusses the contest of Barron Hilton’s family trust, which centers on changes made by Barron Hilton after the death of his wife, Marilyn. Barron gave 97% ...
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Featured Retirement Taxes

YOUR MONEY Some retirement savers can still get a ‘special tax credit,’ IRS says — but most don’t claim it

Some retirement savers can still snag an extra tax incentive for 2023. However, most eligible filers don’t claim it, according to the IRS. The retirement savings contribution credit, or “saver’s ...
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Annuities Contributors Featured Retirement

7 Low-Risk Investments With High Returns for Retirees

The S&P 500 is up 15.4% in the three months ending Jan. 23, while both inflation and mortgage lending rates seem to be coming down. Yet household costs remain high ...
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Contributors Featured Income Retirement

The 4% Retirement Rule Is Just a Starting Point

Ivanna Hampton: New retirees could kick off their golden years with a familiar number, 4%. A trio of Morningstar researchers analyzed starting safe withdrawal rates from an investment ...
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Advisors Contributors Retirement Social Security

House Republican budget calls for raising the retirement age for Social Security

WASHINGTON — A new budget by a large and influential group of House Republicans calls for raising the Social Security retirement age for future retirees and restructuring Medicare. ...
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Featured Income Retirement Taxes

Americans have poor understanding of retirement income planning

Most respondents to a new study by the American College of Financial Services had a poor understanding of how to plan for the finances they will need in retirement. Results ...
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Contributors Featured Retirement Social Security Taxes

To save Social Security, they may come for your 401(k)

It looks like we had better ramp up our 401(k) and IRA contributions to the absolute max while we still can, folks. That means a full $30,000 this ...
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Contributors Featured Retirement

A 10-Year Checklist For Retirement Planning

Are you ready to retire? By 2030, one out of five Americans will be retirement age. Every Baby Boomer will be over 65, and the vanguard of Generation X ...
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Contributors Featured Income Retirement Social Security Taxes

A New Bill Aims to Fix Social Security by Eliminating Taxes on Benefits

Asmall group of lawmakers wants to eliminate taxes on Social Security benefits as part of a proposal they claim could help fund the flagging program. Rep. Angie Craig, ...
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Annuities Contributors Featured Income News Retirement

How a Fixed Index Annuity Can Manage Retirement Income Risks

Good retirement income planning involves adjusting to circumstances and evaluating innovative products. Consider an FIA to manage downside risk. Just like other types of annuities, you purchase an FIA ...
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