Retirement & Financial Planning Report

Yields on 10-year Treasury bonds could fall as low as 3 percent over the next two years, if there is …More

Job-related educational expenses generally are deductible if they’re required by your employer; the same is true for courses that maintain …More

Many areas of the U.S. have seen tremendous increases in housing prices recently. Similar appreciation has occurred in homes held …More

Summertime, when the kids are out of school, is prime time for residential moves. It’s also prime time for broken …More

A deferred charitable gift annuity (CGA) enables you to make charitable donation today and pocket cash flow tomorrow. Often, CGA …More

Direct investing in oil and gas can provide an opportunity to cash in on high energy prices. The most conservative …More

When you buy or sell stocks through a broker, there are two types of orders you can place: A market …More

Will investing in a 529 plan reduce eligibility for college financial aid? When it comes to the financial aid formulas, …More

According to Ibbotson Associates, Chicago, a portfolio consisting of 50 percent stocks, 35 percent bonds, 10 percent real-estate investment trusts …More

If you get one of those credit-card “convenience check” offers in the mail, shred the whole package. They usually come …More

Drilling fund investors can’t enjoy limited liability if they want to claim the initial writeoffs these investments offer. Therefore, many …More

Although some IRA owners name a trust or a charity as beneficiary of their IRA, most will want to name …More

If you inherit an IRA, you’ll be able to extend tax deferral over your life expectancy. However, if you share …More

are jumping faster than they have in a decade, the Wall Street Journal reported at the end of 2002. How …More

Among the best-performing asset classes of recent years, emerging-market debt funds have averaged double-digit annualized returns over the past six …More

Among the best-performing asset classes of recent years, emerging-market debt funds have averaged double-digit annualized returns over the past six …More

Selling your life insurance policy to a third-party is known as a “life settlement.” You get cash and the buyer …More

Drilling funds, which look for as-yet-undiscovered oil and gas reserves, have varying degrees of risk. In-fill drilling. Here, wells are …More

Term life insurance started as a type of coverage that people bought from year to year. Recently, multi-year policies have …More

For landlords, cash flow is a prime concern. What’s more, some or all of any income might be tax-free. Non-cash …More

When you’re planning a donation to your favorite cause, see if the organization offers a charitable gift annuity (CGA). With …More

As recently as 1999, oil sold for $10 per barrel. Prices shot up to $55 by late 2004 and they’re …More

You need to name beneficiaries for your IRAs, life insurance policies, annuities, trusts, etc. Here’s how to do it. Think …More

If you lease a car, be aware that there are two basic types: Open-end leases. Here, you take the risk …More

The IRS is warning taxpayers to watch out for promoters aggressively pushing trusts for tax avoidance. These scam artists might …More

Federal law now permits each individual to leave up to $1.5 million, tax-free, to his or her heirs, in addition …More

Federal law now permits each individual to leave up to $1.5 million, tax-free, to his or her heirs, in addition …More

Federal law now permits each individual to leave up to $1.5 million, tax-free, to his or her heirs, in addition …More

The benefits of hedge funds come with plenty of negatives, though. Hedge fund fees are extremely high. On a gross …More

To some investment professionals, hedge funds are expected to provide “absolute returns,” no matter what’s happening elsewhere in the financial …More