Donor-advised funds let you take the tax deduction for charitable donations now, while postponing when you give the money away. Pamela Norley, president of Fidelity Charitable, and Elda Di Re, partner at Ernst & Young, discuss the strategy.
Tom Gardner, CEO of The Motley Fool, explains why index funds are the cheapest, most tax-efficient way to get exposure and diversification in portfolios.
Mary Beth Franklin, contributing editor at InvestmentNews, and Katy Votava, president at Goodcare.com, discuss the rules you need to keep in mind to get the most out of these programs.
One financial adviser was baffled when her client received a Social Security check that was $1,000 less than what they expected. InvestmentNews contributing editor Mary Beth Franklin discusses why they failed to account for two things.
If you are a surviving spouse and also entitled to Social Security benefits based on your own work record, you can still claim one benefit first and switch to the other later. InvestmentNews' Mary Beth Franklin discusses the strategy.
Ask the questions, "What are you retiring to and what are you going to do with your life?" before you even begin thinking about money, says Jane Bryant Quinn, author of "How to Make Your Money Last: The Indispensable Retirement Guide."
Motley Fool co-founder David Gardner says he cares more about what companies do and who runs them rather than their price to earnings ratios or valuations.
The rules for claiming strategies, including file and suspend or spousal benefits, have changed. InvestmentNews contributing editor Mary Beth Franklin discusses what claimants need to know now and the deadlines they need to watch out for.
The Social Security Administration has decided there will be no COLA in benefits in 2016. Find out why InvestmentNews contributing editor Mary Beth Franklin says this will put retirees in a difficult position.
Bucket income strategies, annuities and Social Security benefits are among the resources you may want to consider to plan your income in retirement, according to Crain's Wealth's Mary Beth Franklin and Macro Consulting's Mark Cortazzo.