Cost Cutters

If you’re hunting for inexpensive mutual funds, you might prefer index funds, which track a particular index, such as the …More

Fortify Your Future

Plans covered by ERISA (the Employee Retirement Income Security Act) are protected from creditors, judgments, and bankruptcy proceedings under federal …More

Now or Never

One benefit of converting a traditional IRA to a Roth IRA is the opportunity to avoid minimum required distributions (MRD). …More

Simple Shelter

To shelter self-employment income, look into using a simplified employee pension (SEP) plan. The maximum contribution is substantial (up to …More

Shop Around

If you or your parents are interested in a retirement community, visit several that seem attractive. The most desirable communities …More