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Trump’s rules for opportunity zones satisfy investors’ wish lists

Trump’s rules for opportunity zones satisfy investors’ wish lists

The rules provide a more flexible timeline for investing cash, as well as a one-year grace period to sell assets and reinvest the proceeds.

U.S. investors giving up on international stocks

U.S. investors giving up on international stocks

Investors put $4.7 billion to work in U.S. equity funds during February and March while taking nearly $7 billion out of international funds.

The cost of putting off enrolling in a Medicare drug plan

The cost of putting off enrolling in a Medicare drug plan

Healthy seniors who sign up late face possible sticker shock.

Bond market hazards expose investors to $2 trillion wipeout

Bond market hazards expose investors to $2 trillion wipeout

The huge amount of low-yielding debt and the possibility of a drop-off in liquidity could leave bond investors stuck with big losses in a sell-off.

Baseball, taxes and retirement destinations

Baseball, taxes and retirement destinations

New tax rules could affect retirees' decisions on where to relocate.

Few rush to invest in opportunity zones

Few rush to invest in opportunity zones

A provision of the 2017 tax overhaul that provides a break for investments in low-income communities hasn't attracted much interest.

What investors need to know about Gen Z

What investors need to know about Gen Z

How younger consumers' shopping, eating and media habits could influence which companies' shares outperform.

Top reasons to file a tax extension

Top reasons to file a tax extension

The penalty for failing to file exceeds the penalty for failing to pay, and an extension can also help with saving for retirement.

New annuity addresses RMDs

New annuity addresses RMDs

Allianz's indexed annuity could be a forerunner of insurers' efforts to keep assets in-house as baby boomers are forced to withdraw retirement savings.

Stock investors shrug off yield curve worries

Stock investors shrug off yield curve worries

Equity market participants are too beaten up by the Dow's recent volatility to participate in the panic over the yield curve.

Sick of getting 0.01% interest? Online banks pay much more

Sick of getting 0.01% interest? Online banks pay much more

Banks like Discover and Goldman's Marcus are paying 2% or more on savings accounts.

Retroactive lump sum or bigger monthly Social Security benefit?

Retroactive lump sum or bigger monthly Social Security benefit?

Some retirees who delay claiming Social Security after their full retirement age can receive up to six months of back benefits.

Treasury cuts penalties for taxpayers confused about withholding

Treasury cuts penalties for taxpayers confused about withholding

The government's second reduction in the penalty threshold this year comes as the 2017 tax overhaul leaves many with surprise tax bills.

Treasury curve inverts for first time since 2007

Treasury curve inverts for first time since 2007

The yield curve's move suggests a recession is coming, but doesn't say when.

When people work past 70, RMDs are still required — and begrudged

When people work past 70, RMDs are still required — and begrudged

Some groups claim current rules requiring those 70 ½ to start withdrawing funds from retirement accounts are outdated.