Financial Planning
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7 Things Medicare Doesn't Cover
Healthy Living on a Budget Medicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too.
By Donna LeValley Last updated
Healthy Living on a Budget -
Roth IRA Basics: 10 Things You Must Know
Financial Planning A Roth IRA can be a great way to save for retirement since the accounts have no required minimum distributions and you withdraw the money tax-free.
By Jackie Stewart Last updated
Financial Planning -
Backdoor Roth IRAs: Good for Wealthy Retirees?
Financial Planning A backdoor Roth IRA is a tax loophole that enables wealthier individuals to earn tax-free income. But it's complicated, and how long will that back door remain open?
By David Rodeck Last updated
Financial Planning -
7 Reasons to Avoid a Self-Directed IRA
self directed IRA Self-directed IRAs let investors do things they can't in an ordinary IRA, like invest directly in alternative assets. But this opportunity also comes with these risks.
By David Rodeck Last updated
self directed IRA -
16 Ways Snowbirds Can Establish Residency in Florida for Tax Purposes
State Tax Looking to avoid state income taxes in retirement? Satisfy Florida residency requirements to prove you’re the real deal.
By Rocky Mengle Last updated
State Tax -
13 Smart Estate Planning Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
By Janet Kidd Stewart Last updated
retirement -
How Much Umbrella Insurance Do I Need?
umbrella insurance Having too much liability insurance is better than having too little. Use our calculator to determine how much umbrella insurance is right for you.
By Erin Bendig Last updated
umbrella insurance -
Nine Things You’ll Spend More on in Retirement
retirement Travel and utilities are just two of the items that will put greater demands on your hard-earned savings once you reach your golden years.
By Bob Niedt Last updated
retirement -
Annuities: 10 Things to Know
annuities As interest rates increase, so does the appeal of annuities. How much do you know about these insurance products?
By Sandra Block Last updated
annuities