Jan 24, 2020

If you’re smart, tax planning is a year-round activity.  And, if you are even smarter, you will pay attention not only to the  ALLOCATION strategy for your investments, but also your LOCATION strategy. Knowing WHERE to locate your various investments inside OR outside of IRAs and Roths is something that is...

Jan 23, 2020

Target-date funds — actively managed funds with a pre-determined asset allocation that automatically shifts as an investor ages — are an easy option for the hands-off investor, and their popularity increases every year, according to a new report. But while they have many attractive features, experts advise...

Jan 22, 2020

Most investors, especially in or nearing retirement, seek to reduce risk while growing capital prudently in the stock market. Gains are nice, but large drawdowns are sickening, especially in retirement when you don't have an income stream from a full-time job and time is no longer on your side.    
When time IS on...

Jan 21, 2020

With the New Secure Act in place, and the Trump Tax brackets at risk of being blown up when he leaves office one day, many retirement-minded people who can do the math are converting at least some of their IRA money to Roth IRAs, or to cash value life insurance, which when properly structured, may provide tax free...

Jan 20, 2020

Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market talk shows in America, featuring top market experts and heard by millions of listeners coast to coast—including Saturdays right here on Money Radio! After an update of the markets and...