The best bond investment to reduce interest rates risk is defined maturity bond funds. The rise of interest rates has led to one of the more volatile times in... Read More
The TIAA traditional annuity is one of the investment options within your qualified retirement account at TIAA. For many employees it was your default investment option, so you may... Read More
The Net Investment Income Tax is an added tax that is charged on dividends, interest, and capital gains from your investments. It can also apply to many other forms... Read More
Health Savings Accounts (HSA) are one of the best types of accounts for retirement. They have more potential tax advantages and flexibility than any other retirement account. For those... Read More
History has shown that stock market declines are a normal part of investing. But how do we know when a stock market decline is more mild and of little... Read More
I bonds have recently been a healthy alternative as a part of the diversification of your retirement portfolio. As the stock market has been very volatile, investors are... Read More
If you don’t need your RMD (required minimum distribution) to cover ongoing living expenses, you are required to still take it. Here are 3 options that can help you... Read More
The addition of the new Mutual Fund Window in the TSP is the biggest change in the thrift savings plan programs history. In June of 2022 The Thrift Savings... Read More
Long term care insurance is important because the costs of long term care can be a burden on just about every retiree. Because of the high costs, many people... Read More
In March of 2022, new Iowa tax reform was signed into law that will do away with Iowa’s complex income tax brackets and apply a flat tax. In addition... Read More
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