TIPS Ladder vs. Annuity: Which Is Better for Retirement Income?
On a recent episode of The Long View, I talked with statistician Stefan Sharkansky about retirement spending strategies.…
IRA Financial Named to Inc. Magazine’s 2026 Inc. 5000 List of America’s Fastest-Growing Private Companies
SIOUX FALLS, S.D.–(BUSINESS WIRE)–IRA Financial, a leading provider of self-directed retirement solutions that help individuals and small business…
Merit Adds $900M Commonwealth Team in California
Atlanta-based Merit Financial Advisors has recruited another team from Commonwealth Financial Network, according to an announcement from the…
This Is the Average Social Security Benefit at Age 65
The role Social Security plays in someone’s retirement finances varies widely. Some rely on it for all their…
How a $1,000 “Trump Account” Deposit Could Turn Into $650,000 in Tax-Free Retirement Savings
© Public Domain / Wikimedia Commons On a recent Everyday Millionaires segment titled “How the New Trump Accounts…
This Is the Average Social Security Benefit at Age 65
The role Social Security plays in someone’s retirement finances varies widely. Some rely on it for all their…
Withdrawal Liability: Contesting Assessments Remains Uphill Battle as Ninth Circuit Affirms Funding Rate-Based Recalculation
Takeaways The Ninth Circuit’s City of Tacoma decision reaffirmed that using the applicable PBGC annuity rates to calculate…
Why Generation Jones’ retirement reality looks nothing like their fellow Boomers
The Baby Boomers earned their moniker for shattering birth records in the late 1940s through the ’50s, becoming…
As a college student, here are 7 tips for managing your money
Starting college is an exciting milestone, but it also brings fresh new adult obligations. This transition serves as…
Alto Launches Private Deal Room; CAZ Teams with SOFI
Nashville, Tenn.-based Alto, a marketplace and custodian connecting retirement capital with private market opportunities, has launched Alto Private…
Wealth With Purpose: Preparing the Next Generation
Wealth management firms promote their ability to preserve, protect and grow wealth. That’s an important foundation. But for…
The Mega Backdoor Roth: How Tech Workers Add $34,000 Annually to a 401(k) Tax-Free
© bangoland / Shutterstock.com A 56-year-old software engineer with $1.6 million in her 401(k) posted on r/financialindependence asking…