Cut a Double Tax in Half
If you inherited an IRA from an estate that paid estate tax, you may be paying too much tax on …More
If you inherited an IRA from an estate that paid estate tax, you may be paying too much tax on …More
You can shift ownership to other family members and reduce the size of your taxable estate by making gifts. The …More
When you sell a home, you can exclude up to $250,000 worth of taxable gains, if you file as a …More
The tax code allows you to rent a home (including a vacation home) for up to 14 days per year …More
An estate planning tool known as a grantor retained annuity trust (GRAT) lets you remove assets from your estate without …More
When a variable annuity is “annuitized,” you (and perhaps your spouse) agree to receive lifelong cash flow. Each payment you …More
Don’t focus solely on past performance when selecting mutual funds. Stability of management is just as important-why buy a fund …More
If you’re going to remarry, don’t forget to update the beneficiary designations of your life insurance and retirement plans so …More
When you buy a home, should you take out a 30- or a 15-year mortgage? Each type has pros and …More
If you’re trying to decide between a taxable bond or bond fund and a tax-exempt investment, use this process: Find …More
A new 10-year rule on minimum required distributions from retirement plans applies whether your beneficiary is two, four, six, or …More
One innovative way to reduce federal estate taxes is with a qualified personal residence trust (QPRT). These trusts allow homeowners …More
By law, the maximum liability insurance you can have with your auto insurance policy is $250,000 per person and $500,000 …More
When you buy or sell stocks through a broker, there are two types of orders you can place: A market …More
If you’re considering a long-distance change of address, don’t wait until the last minute. Years before you retire, you’ll want …More
Always maintain control of your money. A financial planner, stockbroker, or telephone con artist bent on gaining access to your …More
If you are looking for a federal job or just want to be kept up to speed on what and …More
How much will you need to accumulate before you retire? After you retire you’ll likely spend as much as you …More
How much wealth do you need in order to retire? Probably more than you think. Most retirees spend anywhere from …More
The red-hot IPO market of 1999-2000 has turned lukewarm at best. Through July 2001, new offerings for the year had …More
If you hold a diversified portfolio of stocks, some of your stocks are bound to fall in price. They can …More
When you create a trust that may be in effect for many years, naming a corporate trustee makes sense. You …More
Variable annuities’ guaranteed death benefits have become more appealing. The original guarantee was a return of premiums paid. Thus, if …More
Before investing in a friend’s or relative’s new business, take steps to cut your losses if the venture goes under. …More
Now that brand-name companies such as Marriott and Disney are in the market, time shares may be worth another look. …More
The so-called “child-care” credit is really a dependent-care tax credit that can apply to any dependent. To qualify, you must …More
If you have children from a previous marriage and you plan to remarry, you should take steps to protect them, …More
Over 40 million Americans are governed by the rules of a homeowners association. Not only can they restrict your home-related …More
After age 70-1/2, you’re required to start taking IRA distributions. The IRA distribution tables are based on the age you …More
If you help to support an elderly parent, you might be able to claim him or her as a dependent. …More
TSP | L Income | L 2020 | L 2030 | L 2040 | L 2050 | G Fund | F Fund | C Fund | S Fund | I Fund |
---|---|---|---|---|---|---|---|---|---|---|
Mar | 1.15% | % | 2.16% | 2.50% | 2.79% | 0.38% | 0.87% | 3.22% | 3.33% | 3.36% |
YTD | 2.82% | % | 5.38% | 6.22% | 6.95% | 1.05% | -0.74% | 10.55% | 6.92% | 5.95% |
10yr | 4.20% | % | 7.19% | 7.98% | 8.63% | 2.36% | 1.73% | 12.96% | 9.07% | 5.15% |