There are still strategies people can use to maximize tax benefits for their donations.
More than a third had crossed Fidelity's 70% threshold for those 10 years from retirement.
Improved health, along with changes in job characteristics and Social Security rules, are driving the graying workforce.
The plan would impose a 0.1% tax on financial transactions, which could affect 401(k) and pension plans, HSAs and 529 plans.
Funds that eliminate management fees have to figure out how to pay for such expenses as record keeping and licensing an index.
Retirees can save money by reviewing new Medicare Advantage and drug plan options for next year.
The limit on contributions to IRAs is unchanged at $6,000.
Card companies are making an aggressive bid to attract new cardholders, retain existing ones and cement loyalty among their fans.
Warnings about presidential candidates' impact on the stock market often fail to pan out.
But experts warn that increasing allocations to stocks can be risky, even if those stocks pay dividends.
Water-related ETFs took in more money in the first nine months of this year than in any full year since 2007.
As earnings season proceeds, companies that post profits are being rewarded, and those that don't suffer.
Claiming benefits on an ex can speed collection of benefits on a new spouse.
And they're shrinking fastest in Nashville.
Assets are getting a boost from progress on Brexit and on U.S.-China trade talks.
Qualified distributions are the holy grail for Roth IRAs, but there is confusion around the time requirements.
Investing, financial planning and wealth management strategies for today’s “New Normal” economic environment.
