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What to think about before deciding to retire in another state

[ad_1] Itsskin | E+ | Getty Images Thinking about retiring to another state? You’re not alone. A United Van Lines study found the percentage of people retiring to a new…

Use this year-end checklist to help navigate complex financial issues

[ad_1] Westend61 | Westend61 | Getty Images The end of the year is one of the most important times for investors because there are so many decisions to make that…

3 year-end strategies for high-net-worth families to consider

[ad_1] Damon_moss | Istock | Getty Images This has been a year of opportunity for investors who took to heart the old Wall Street adage that “the time to buy…

Why you need to know your taxable income before tax-loss harvesting

[ad_1] Terry Vine | Getty Images There are few bright spots for investors in a down market. But tax-loss harvesting, which allows you to offset profits with losses, may offer…

These are common and costly Roth IRA conversion mistakes

[ad_1] Ridofranz | Istock | Getty Images Roth individual retirement account conversions may be alluring when the stock market dips. But it’s easy to make mistakes, financial experts say. The…