Personal Finance Advice and Commentary

Tuesday, July 28, 2015 3:20 pm
By Jennie L. Phipps ·

Retirement tax planning isn’t just for millionaires.

Saturday, May 09, 2015 7:00 am
By Jennie L. Phipps ·

Do you have a 6 percent match, low fees and attractive investment options?

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

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

Tuesday, October 21, 2014 4:37 pm
By Jennie L. Phipps ·

The IRS recently approved another way to get savings into a Roth via the back door.

Wednesday, July 23, 2014 2:47 pm
By Jennie L. Phipps ·

Fidelity Investments says IRA contributions set a record for the 2013 tax year.

Thursday, May 22, 2014 5:08 pm
By Dr. Don Taylor ·

Investors can improve their after-tax investment returns by managing their tax exposure.

Thursday, May 08, 2014 1:00 pm
By Kemberley Washington ·

Traditional IRA, or a Roth IRA? Knowing the differences can help you make the right decision.

Wednesday, December 11, 2013 11:44 am
By Jennie L. Phipps ·

Converting to a Roth IRA today removes the uncertainty of future tax liability.

Sunday, May 05, 2013 6:05 am
By Jennie L. Phipps ·

How much should someone in his or her 30s be saving for retirement?

Thursday, May 17, 2012 4:51 pm
By Jennie L. Phipps ·

How you manage taxes on your retirement nest egg can make a big difference in how much money you have to spend.

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