by Takeesha Wade | Jan 16, 2021 | News
Don’t miss these top money and investing features:These money and investing stories, popular with MarketWatch readers over the past week, can help you keep an open mind about your financial portfolio, which invariably — as happens every year — will face changes and...
by Takeesha Wade | Jan 16, 2021 | News
From MarketWatch: Want to make sure your spouse gets your retirement savings when you die? It’s more complicated than you think: Estate planning can be difficult, but that’s all the more reason to think far in advance of the future. I’m pregnant, just lost my job to...
by Takeesha Wade | Jan 16, 2021 | News
Q.: To lessen the death tax on my estate, if I put my Roth IRA in an irrevocable trust now and after my spouse and I die four years later, do my children afterward have six years or 10 years to invest all the money before they must dispose of the Roth money from the...
by Takeesha Wade | Jan 16, 2021 | News
Since its debut a decade ago, robo investing hasn’t always been synonymous with retirement planning for older investors. Yet large numbers of retirement investors have been adopting robo advice (according to a recent study, nearly half of baby boomers using a robo...
by Takeesha Wade | Jan 16, 2021 | News
The retirement crisis is both not as bad as it’s made out to seem—and also worse. This paradoxical situation exists because of how we try to assess the state of retirement finance. We all too often focus on the average retiree, even though this hypothetical “average”...
