Inherited a 401(k)? Here’s how to minimize taxes
Inheriting a 401(k) can add a wrinkle to your financial plan from a tax perspective. Under 401(k) inheritance tax rules, any assets passed on from one person to another are taxable. The rules for […]
The 10 worst IPO failures of all time
An Initial Public Offering or IPO represents a company’s first foray into the world of publicly-traded stock. While an IPO can be highly anticipated by the company, prospective investors and the market, success isn’t always […]
Can you retire at 55? Let’s run the numbers
Can I retire at 55? It’s a question you might be asking yourself if you’re hoping to make an early exit from the workforce. While normal retirement age for most people usually means 65 or older, […]
What are lifestyle funds & should you be investing in them?
Lifestyle funds are investment funds that base their asset allocation on someone’s age, risk tolerance, and investing goals. Individuals who want to grow wealth over the long term in a relatively hands-off way might consider […]
Want to know how the economy’s doing? Pay attention to these 9 things
An economic indicator is a statistic or piece of data that offers insight into an economy. Analysts use economic indicators to gauge where an economic system is in the present moment and where it might […]