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RMDs: What you need to know
If you’ve spent years building your retirement savings, there comes a time when the IRS requires you to start taking some of that money out. This is called a required minimum distribution, or RMD.
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Past Articles
Investment balance: Find and keep
Finding balance between risk and return is key to long-term investing. Art Rothschild explains re-balancing also is needed.
Long-term care in retirement
By Adam Baley While there is no risk-free way to pay for medical costs in retirement, investors need to be aware of such potential out-of-pocket expenses and their options for covering them. They need to have a plan in place. A key concern is for your spouse – trying to make sure that long-term care expenses do not deplete your assets and leave nothing for your survivor. […]
Stock valuations: Time to buy or sell?
Puzzling over whether stocks are cheap or pricey requires examining multiple measures for context. Dave Sandstrom explains.
Indexes: Low costs, less flexibility
Index funds can provide low-cost exposure to market segments, but they also lock investors into those segments.
Getting the big stuff right
Investors know to not put all their eggs in one basket. But where you put them makes a big difference, as Kyle Tetting explains in a MONEY TALK VIDEO. […]
Actively managing investment risk
In considering active management vs. passive indexing, investors should take a look at how risk comes into play.