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Level Payment Pension Plan Option
Article By:
Jim Blankenship
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Saturday, February 27, 2021 10:36 PM EDT
When you approach retirement, if you’re fortunate enough to have worked in a job that provides a pension plan, you are faced with a decision: what type of payout should you choose?
How Does Unemployment Affect My Taxes?
Article By:
Personal Capital
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Saturday, February 20, 2021 11:45 PM EDT
Taxes aren’t likely to be top of mind as you overcome financial hardship. However, you are required to pay income tax on unemployment income.
Funded Status Volatility: Why It Matters For Pension Plans
Article By:
Russell Investments
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Thursday, February 18, 2021 4:54 AM EDT
Let’s get right to the point: Funded status volatility creates problems. Reducing that volatility can help mitigate those problems.
Investment Analysis - Sector & Industries
Video By:
Camari Ellis
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Sunday, February 14, 2021 3:01 AM EDT
In this video Camari Ellis discusses what is meant by investing in Sectors and Industries.
When It Pays To Switch From Disability To Early Social Security
Article By:
Jim Blankenship
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Saturday, February 13, 2021 4:02 AM EDT
There’s at least one circumstance in the Social Security retirement benefits world where it seems you can have your cake and eat it too.
6 Things To Consider Before Investing In Wine
Article By:
Kalen Bruce
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Friday, February 12, 2021 9:52 PM EDT
Investing in wine is taking the long view; but it's more like art than equities.
Preventing Your Own Withdrawal Rate Problem
Article By:
Roger Nusbaum
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Thursday, February 11, 2021 6:40 AM EDT
One potential problem to prevent or solve relates to how much to withdraw from your portfolio in retirement especially early in retirement and especially if the market has a nasty decline at the same time you plan to start withdrawing.
Stock Market Basics: How Do Investors Choose Stocks?
Video By:
Jeff Desjardins
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Sunday, February 7, 2021 7:18 AM EDT
You’ve likely heard about the recent drama involving GameStop, but unless you’re familiar with how the stock market works, the intricacies of what’s going on may have been lost on you.
In this video: SPX
7 Pieces Of Investment Advice For New Investors
Video By:
Camari Ellis
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Sunday, February 7, 2021 5:42 AM EDT
7 Pieces of Investment Advice For New Investors is this weeks topic for our Wealth Conversations segment of The Finance Rebel Show.
In this video: GME
What Income Is Used For The Annual Earnings Test?
Article By:
Jim Blankenship
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Saturday, February 6, 2021 11:21 PM EDT
If you’re receiving Social Security retirement benefits and you’re under Full Retirement Age (FRA), you may be subject to the Annual Earnings Test.
Now, More Than Ever, Manage Your Risk
Article By:
Roger Nusbaum
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Wednesday, February 3, 2021 4:39 AM EDT
The other day I saw a Tweet that said something like if I were an endowment manager and one of my sub-advisors returned 45% last year I'd fire them right away because they clearly know nothing about how to manage risk.
US Gift Tax Explained: Is Gift Money Taxable In 2021?
Article By:
Personal Capital
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Monday, February 1, 2021 12:15 AM EDT
To avoid having to file a gift tax return and possibly even pay the gift tax, be careful that you don’t inadvertently exceed your annual gift tax exclusion in any one year.
Asymmetry As An Asset Class?
Article By:
Roger Nusbaum
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Sunday, January 31, 2021 5:02 PM EDT
Exploring different ways to build asset allocations has always been a fun topic. It's not so much that I want to deviate far from some mix of stocks, bonds, and cash; but small deviations can be constructive for improving risk-adjusted results.
12 Types Of Nontaxable Income
Article By:
Personal Capital
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Saturday, January 30, 2021 4:00 AM EDT
Most income earned by U.S. citizens is subject to federal and sometimes also state taxation.
Tax Deduction Vs. Tax Credit: What’s The Difference?
Article By:
Personal Capital
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Wednesday, January 27, 2021 8:57 AM EDT
Many look at the new year as a fresh start. It can be a way to put the previous year behind you and focus on the future. But the new year also means that tax time is approaching.
First Things First: Self-Esteem Matters
Article By:
Brett N. Steenbarger, Ph.D.
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Sunday, January 24, 2021 10:53 PM EDT
Self-esteem is destiny: It determines what we seek, and that determines what we achieve.