How to Save & Invest Money for College
As many people know, earning college grants and scholarships can be difficult - there is a great deal of competition, and even students who...
What are Closed-End vs Open-End Mutual Funds? Compare 4 Key Differences...
Mutual funds gained popularity among the investing public in the 1980s and 1990s. They began as a way for large institutional investors to pool...
How to Retire Early – 6 Important Life Decisions
What does retirement mean to you? Is it a point in time where you can stop working and do what you want to do?...
Is Active Investing Right For You?
I recently wrote a post about the pros and cons of passive investing earlier in the week. Now I would like to take a...
Maximum 401k & Roth IRA Contribution Limits 2011
As you probably already know, saving for retirement is extremely important, and there are many different types of retirement accounts that you can use...
Investment Expense Tax Deduction – Which Fees Can You Deduct?
If you have investments and you itemize deductions on Schedule A, you may be able to deduct certain expenses. This can save you thousands...
What Are Capital Gains & Losses – How to Calculate Tax...
Whether you're new to the world of investing or thinking of selling stocks, bonds, or real estate you've had for some time, you need to...
IRA & 401k Required Minimum Distributions (RMDs) – Rules & Requirements
The government wants to help you save for retirement by giving you incentives like tax-deferred growth and deductible contributions through IRAs and work-sponsored plans.
But...
6 Investment Risk Management Tips for Buying Stocks
Not to knock the popular mutual fund screening filters, but it seems a little deceptive to suggest that one can simply check off boxes...
Are Annuities a Good Investment? – 7 Things to Consider
Some financial advisors assert that annuities are expensive, contrived insurance/investment combinations promoted by brokers who, according to The Motley Fool, "are getting rich with big...
What Is an Employee Stock Ownership Plan (ESOP) – Definition, Pros...
There are several different types of plans available for employers that choose to reward their employees with shares of the company. However, there is...
What Are Substantially Equal Periodic Payments (SEPP) – Rule 72(t) Distributions
If you're lucky enough (and prepared enough) to retire early, you may run into a little snag when you try to withdraw money from...
