Articles

By Joel Dresang In common parlance, a loophole is a technicality – an often obscure window of opportunity – that allows someone to get around a requirement or to exploit a benefit. In the case of the Social Security file-and-suspend strategy, a loophole in administrative policies let married couples collect partial payments from a spouse’s retirement benefits even while that spouse suspended claiming those benefits. […]

With low interest rates and no raises in store for Social Security benefits in 2016, Dave Sandstrom advises retirees to seek more investment income from the stock side of their balanced portfolio. In a MONEY TALK VIDEO, Dave says leaning a little more on capital gains shouldn’t be too much of a stretch. […]

Attribution analysis uses past performance in investments to help show how much of a fund’s results can be based on the approach of the fund managers. As Kyle Tetting explains in a MONEY TALK VIDEO, attribution is a sophisticated way of testing a manager’s potential. […]

Investing for retirement takes direction from how you plan to spend your golden years and what resources you already have.

Understanding the differences between traditional and Roth IRAs opens up planning opportunities.

As the Federal Reserve gets closer to eventually raising interest rates, Steve Giles says investors should keep an eye on the durations of their bond holdings. Steve explains how rising rates affect bonds in a MONEY TALK VIDEO. […]