8 Medalists Reveal What Winning An Olympic Medal Really Feels Like
Victory, emotions, and all-night celebrations. Olympic medalists opened up to Forbes about what happens after the win in their first 24 hours as champions.
Simple Steps to Open an IRA
Getting started with an individual retirement account (IRA) can seem complicated but it takes just a few simple steps. Years from now, you’ll thank yourself for taking the time to make the right investment decisions.
Tax Treatment of Work-Life Referral Services
The IRS has provided guidance on the federal income tax treatment of work-life referral services.
Leaving a Legacy: 3 Differences Between Life Insurance and Roth IRAs
Roth IRAs are always included in your estate. Thanks to the current $13.61 million federal exemption amount — the amount that can pass estate tax-free to beneficiaries — estate tax concerns are nowhere near what they used to be. The overwhelming majority of Americans will not owe any federal estate tax when they die. Still, […]
Are 401(k) matching contributions all they are cracked up to be?
When you are saving for retirement in a 401(k) account, the standard advice is to put aside enough to capture your employer’s matching contribution. That makes sense, since the contribution represents a risk-free 100% return on every dollar you save.
Watch Your Wallet: How The Upcoming Election Could Impact Your Taxes
This election year, my retired and soon-to-be retired clients are not asking about how a party win will affect the stock market but the future of federal income taxes.
Today’s Market Leaders Won’t Rule Tomorrow: The Case For Diversification
Despite the dominance of big tech, history shows that no company remains on top forever. Diversification is key to navigating inevitable market shifts and protecting investments.
Why investors are unwise to bet on elections
Turning a profit from political news is a lot harder than it looks.
Four reasons why couples should consider staggered retirements
Only 11% of American couples actually retire at the same time. Are you preparing for that?
AI can predict tipping points before they happen
Potential applications span from economics to epidemiology
