I am 66 years old and have been retired for about a year and a half' "My hesitation about having my money professionally managed is the 1% annual fee, which seems rather high." (Photo subject is a ...

“It’s a Wonderful Life” is loosely based on the 1943 short story “The Greatest Gift,” written by Philip Van Doren Stern.

Tax and estate planning isn’t for the faint of heart. The rules are complex and each decision seems to have a multitude of ...

The next wave of “Stranger Things” Season 5 episodes is upon us. Time for a quick refresh on what happened in Volume 1.

The Tribunal declared that once conversion was allowed on appeal for the full period, partial challenges could not survive. The Commissioner’s order granting conversion stood ...

The only time you wouldn't pay taxes on a conversion is if the money in the original account was already taxed, like non-deductible contributions. In that case, you wouldn't pay taxes on the ...

Here’s how much the super-rich are really worth Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and the public. Mark is an ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered Market Technician ...