Retirement planning

Zoom In IconArrows pointing outwardsWith record demand for Series I bonds, an inflation-protected and nearly risk-free asset, the U.S. Department of the Treasury has unveiled a front-end makeover for TreasuryDirect, the online platform…

Peopleimages | Istock | Getty ImagesCNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year's FA 100 list.The methodology consisted of first analyzing a variety of core data…

Marko Geber | DigitalVision | Getty ImagesIn times of uncertainty — turbulent markets, high inflation, geopolitical turmoil — we often write about what financial advisors are recommending to clients.This advice often boils down to "stay…

Hero Images | Hero Images | Getty ImagesWeigh Roth IRA conversionsWith the S&P 500 Index down more than 20% in 2022, many investors are eyeing Roth individual retirement account conversions, which transfer pre-tax IRA funds to a Roth…

Portra | E+ | Getty ImagesIf you're retired and haven't made the necessary quarterly estimated tax payments for 2022, there may still be time to avoid late penalties, experts say.Retirees must send tax payments four times per year if they…

Jamie Grill | Getty ImagesAs Americans grapple with soaring prices, experts say it's likely we'll see higher than usual inflation adjustments from the IRS for 2023 — covering tax brackets, 401(k) plan contribution limits and more.Built into…

Nirunya Juntoomma | Istock | Getty ImagesIf you're feeling unsteady amid stock market volatility, high inflation and rising interest rates, you may wonder how much cash you really need to have handy.But the right amount to have in your…

Personal bankruptcy filings have fallen dramatically since the beginning of the coronavirus pandemic, but with interest rates rising and government relief waning, filing numbers will likely pick up through this year, say experts."I've had…

Africa Melane was joined by Wealth Manager at PPS Johannes Visser to talk about how you can start building capital for your retirement lifestyle.…

As the cost of living soars, one federal lawmaker wants to remove any barriers to buying Series I bonds, an inflation-protected and nearly risk-free asset that currently pays 9.62% annual interest through October.Rep. Abigail Spanberger,…