Advisors

Getty Images As inflation rises, many Americans are shifting life milestones, including retirement. Some 13% of Gen Xers and baby boomers say they have postponed or considered delaying plans to leave the workforce due to soaring costs. That’s according to a survey from the Nationwide Retirement Institute, showing a cross-generational wave of Americans canceling or
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Getty Images If you’re considering a Roth conversion, your timing and yearly planning can significantly reduce the tax bite, financial experts say.  The popular retirement savings strategy allows higher earners to skirt the income limits for Roth individual retirement account contributions. While the maneuver may kickstart tax-free growth, you’ll owe levies on pretax deposits. And
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andresr | E+ | Getty Images A recently introduced bill in Congress has its sights set on preventing a cost that some new Medicare beneficiaries face: late-enrollment penalties. The bipartisan measure, introduced in the Senate, would require the federal government to provide individuals with information about Medicare enrollment rules before they reach the Medicare-eligible age
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Getty Images If you’re considering a Roth conversion, stock market drops may make the strategy more appealing, according to financial experts.   While the popular move, allowing higher earners to bypass income limits for Roth individual retirement account contributions, was in peril as House Democrats passed Build Back Better, the spending package stalled in December. Nevertheless,
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Sean Gladwell | Moment | Getty Images Escalating tensions between Russia and Ukraine sent stock markets lower once again on Wednesday. Many individual investors are feeling the recent market declines triggered by geopolitical risks personally, particularly when it comes to their retirement account balances. Financial advisors say this could actually be an opportunity to put
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SEC chairman Gary Gensler testifies before a Senate Banking, Housing, and Urban Affairs Committee hearing on Sept. 14, 2021 in Washington. Evelyn Hockstein-Pool/Getty Images The Biden administration is lending a more cautious eye to private equity and other “alternative” investments like hedge funds. The U.S. Securities and Exchange Commission and U.S. Department of Labor have
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