Personal Finance Advice and Commentary

Thursday, April 16, 2015 4:25 pm
By Sheyna Steiner · Bankrate.com

The fiduciary standard is the highest standard of care. A fiduciary must only give advice that is in the client’s best interest

Tuesday, April 14, 2015 12:19 pm
By Kay Bell · Bankrate.com

Contributing to an IRA may cut your tax bill, and if you’re self-employed, you may have even longer to contribute to some plans if you get an extension to file.

Monday, April 06, 2015 6:00 pm
By Dr. Don Taylor · Bankrate.com

The issue in waiting until April 15, 2015 to fund 2014′s IRA contributions is that you’re losing up to 15 months’ worth of investment returns.

Monday, April 06, 2015 3:21 pm
By Jennie L. Phipps · Bankrate.com

When you don’t have a choice, here’s how you can avoid the penalties for taking money early from your retirement accounts.

Tuesday, March 31, 2015 4:44 pm
By Jennie L. Phipps · Bankrate.com

People don’t like annuities until they prove themselves to be a good deal, recent research says. Here’s one worth considering.

Monday, March 02, 2015 12:00 pm
By Dr. Don Taylor · Bankrate.com

President Obama announced in late February that a Department of Labor rule requiring investment professionals to adhere to a fiduciary standard when advising retirement plan participants is being submitted for review by the Office of Management and Budget.

Wednesday, February 25, 2015 12:27 pm
By Sheyna Steiner · Bankrate.com

Skewed financial incentives for advisers can lead to less than optimal financial advice. What is the answer to conflicts of interest?

Monday, February 23, 2015 3:52 pm
By Jennie L. Phipps · Bankrate.com

Proposed new rule would hold brokers to a higher standard when they sell retirement investments.

Wednesday, February 04, 2015 3:52 pm
By Jennie L. Phipps · Bankrate.com

Retirement expert critiques Obama’s retirement-related 2016 budget proposals.

Wednesday, February 04, 2015 7:00 am
By Dr. Don Taylor · Bankrate.com

Read the fine print when you work with your investment professional. While they tend to be knowledgeable about taxes, there’s a disclaimer somewhere that they aren’t providing you tax advice.

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