After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Will you be able to afford nursing home care?
Use this calculator to determine whether you qualify for the different types of IRAs.