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10 U.S. States That Tax Your Social Security Benefits (and How)

10 U.S. States That Tax Your Social Security Benefits (and How) From: legalguidancenow.com Are Social Security benefits really taxable? Well, yes and no; it all depends on the state you…

Justices make it easier to sue over 401(k) retirement plans

Justices make it easier to sue over 401(k) retirement plans From: cbs46.com WASHINGTON (AP) – The Supreme Court ruled unanimously Monday in favor of participants in employee retirement plans who…

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Can a Wrong IRA Beneficiary Designation be Corrected After Death?

Can a Wrong IRA Beneficiary Designation be Corrected After Death? From: ultimateestateplanner.com In recent PLRs 201628004 through 201628006, the IRS considered the effect of a state court action that modified…

WFP Income Fund Announces a 7.52% Net Annualized Return through 1st Quarter 2016

…non-compounded return through the first quarter of 2016. The net annualized compounded return for the first quarter of 2016 was 7.56%. The net annualized compounded return for the fund since…

What Is the Maximum Possible Social Security Benefit in 2021?

What Is the Maximum Possible Social Security Benefit in 2021? From: money.usnews.com Here’s what you need to do to get Social Security payments for $3,500 per month or more. The…

How to become financially independent in 5 years

How to become financially independent in 5 years From: money.cnn.com Done with the job? Ready to do your own thing? Those who are on track to be “financially independent and…

Bad Behavior Cost Mutual Fund Investors 8 Percentage Points in 2014: Dalbar

Bad Behavior Cost Mutual Fund Investors 8 Percentage Points in 2014: Dalbar From: thinkadvisor.com In exclusive interview, Lou Harvey laments the scarcity and necessity of advisors’ client hand-holding. The Boston-based…

Best Investments For Retirement Planning

Best Investments For Retirement Planning From: forbes.com People invest for many reasons. As a hobby, for their ego’s sake or to meet a medium-term goal, such as paying for college….

5 Social Security Myths That Seniors Are Falling For

…are some of the biggest that seniors should not fall for or feel anxious about. Immigrants are Illegally Taking Social Security: This myth comes from a confusion between Social Security…

Two Simple Steps Can Enhance Portfolios

Two Simple Steps Can Enhance Portfolios From: wealthmanagement.com The erroneous belief that active managers can’t beat their indexes has been a key driver behind a move into passive investments such…