Taxes

These portfolios use index funds as building blocks, as well as a little bit of cash.

These Fidelity-only examples aim to support spending needs while maintaining long-term growth allocation.

Designed for retirees in tax-sheltered accounts, these portfolios blend index and active funds.

Improving performance and attractive tax benefits have the asset class on the upswing, but some funds are still challenged by liquidity issues.

Why a fan of ‘good enough’ investing isn’t losing sleep over these often-criticized financial moves.

Plus, tips to leverage the SALT deduction and prevent leaving behind a big tax bill.

Assessing the pros and cons of 3 main approaches.

Missing the 60-day rollover deadline has tax consequences, but IRS relief may be available.

With their flexibility, tax-saving opportunities, and other advantages, taxable brokerage accounts can be a valuable complement to 401(k)s and IRAs.

A million-dollar portfolio no longer guarantees financial freedom. These 8 financial do’s and don’ts will help retirees protect their hard-earned nest egg.

From municipal bonds to ETFs and individual stocks, these investments can help you keep more of your taxable account’s returns.

Plus, fund ideas for keeping it simple and striving for capital appreciation.

These retirement planning strategies can give you peace of mind when your countdown is in the single digits.

Two financial planners share tax-smart strategies for before and during retirement.

These funds can help limit tax costs while providing stock and bond exposure.

A variety of tax incentives and deductions accompany many 529 plans.

The tax advantages still shine, but consider a balanced approach.

Reinvesting dividends can help build wealth over time, but it isn’t always the best move for retirees, concentrated portfolios, or tax planning.

Some concerns belong in the ‘unlikely to happen/deal with it when it actually does’ bin.

Your take-control toolkit involves strategies for spending, investing, Social Security, and taxes.