These crucial years call for action. Today, retirement may seem nearer to you than it once did. The following moves might be worth making—and soon. Catch-up contributions to your retirement …
A Look at the Gift Tax Exemption
How much can you gift in a year, and a lifetime? Federal tax rules allow you to give away millions of dollars during your lifetime. You can make five-figure …
Lump-Sum vs. Monthly Pension
Weigh the tradeoffs before you make your decision. Lifelong income or one large payment? Companies that sponsor traditional pension plans are starting to offer their workers this retirement choice. It’s …
Do You Consider Taxes as You Invest?
A few astute moves could help promote a better after-tax return. As you weigh risk vs. return, you may risk taking an eye off taxes. A focus on tax efficiency …