Tag: Retirement planning
How to claim money from ‘Trump accounts’ program
Tech CEO Michael Dell and his wife Susan pledged Tuesday to contribute $6.25 billion to so-called Trump accounts, a type of tax-advantaged...
Higher health-care expenses forcing financial trade-offs
Krisanapong Detraphiphat | Moment | Getty ImagesRising health care expenses as part of an overall increase in the...
Your 401(k) match may not belong to you just yet
Many people saving in 401(k) accounts get a company match from their employer. But that money may not...
Defined Outcomes Assets to Top $334 Billion by 2030: Cerulli
Some people just hate surprises. Defined outcome ETFs, which minimize downside risk but place...
How to talk to your adult children about their inheritance
Momo Productions | Digitalvision | Getty ImagesOlder Americans really don't like talking to their adult children about inheritances,...
Standard Medicare Part B premium 2026
Momo Productions | Digitalvision | Getty ImagesThe standard Medicare Part B premium will increase to $202.90 per month...
How to keep premium tax credits
Andresr | E+ | Getty ImagesThe so-called subsidy cliff for Affordable Care Act health insurance premiums is about...
Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it
D-keine | E+ | Getty ImagesLosing a spouse can be devastating, and survivors often face a costly surprise...
Bond ETFs are gaining investor attention. What to know before you buy
Momo Productions | Digitalvision | Getty ImagesIf you're thinking about putting money into bond exchange traded funds (ETFs)...
‘AI bubble’ shouldn’t be main focus of retirement investors
Thasunda Brown DuckettCNBCFears of an AI stock bubble have many investors watching -- and some worrying -- about...
Average 401(k), IRA balances hit record highs amid 2025’s market gains
Insta_photos | Istock | Getty ImagesRetirement account balances, which sank at the start of 2025 amid wild market swings, hit record...
Roth conversions could trigger a ‘tax torpedo’ under Trump’s new law
Kathrin Ziegler | Digitalvision | Getty ImagesRoth individual retirement account conversions are a popular strategy to reduce pretax...