Personal Finance Advice and Commentary

Tuesday, August 18, 2015 6:05 am
By Dr. Don Taylor ·

A fiduciary has to put his or her client’s interests first when it comes to providing investment advice. Employers providing 401(k) plans have had a fiduciary responsibility to the plan participants.

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

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, February 23, 2015 7:00 am
By Dr. Don Taylor ·

The Roth IRA and the Roth 401(k) are funded with after-tax dollars, but qualified distributions are tax-free in retirement.

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

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.

Tuesday, March 11, 2014 3:15 pm
By Jennie L. Phipps ·

President Barack Obama’s 2015 budget takes aim at Roth IRAs. Should you be worried?

Tuesday, July 09, 2013 9:31 am
By Jennie L. Phipps ·

Match your grandchild’s summer earnings and deposit the money in a Roth IRA. Compounding will turn a small gift into a big retirement nest egg.

Wednesday, April 17, 2013 5:03 pm
By Jeff Fruhwirth ·

Here are five smart ways to put your tax refund to work.

Friday, April 12, 2013 12:26 pm
By Kay Bell ·

Your 2012 tax return isn’t the only thing due by April 15. You also have to deal with your IRA, HSA, estimated taxes and possibly a 2009 unclaimed refund by that date.

Tags: HSA, IRA, Roth IRA
Friday, December 28, 2012 10:59 am
By Shannyn Allan ·

Most New Year’s resolutions fall by the wayside, but we have 13 easy-to-implement ways to fine-tune your finances in 2013.

Thursday, October 18, 2012 2:33 pm
By Kay Bell ·

If you’re a baby boomer like me, you’re worrying a bit more every day about when — or whether — you’ll be able to retire.

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