Articles

By Joel Dresang In common parlance, a loophole is a technicality – an often obscure window of opportunity – that allows someone to get around a requirement or to exploit a benefit. In the case of the Social Security file-and-suspend strategy, a loophole in administrative policies let married couples collect partial payments from a spouse’s retirement benefits even while that spouse suspended claiming those benefits. […]

With low interest rates and no raises in store for Social Security benefits in 2016, Dave Sandstrom advises retirees to seek more investment income from the stock side of their balanced portfolio. In a MONEY TALK VIDEO, Dave says leaning a little more on capital gains shouldn’t be too much of a stretch. […]

Attribution analysis uses past performance in investments to help show how much of a fund’s results can be based on the approach of the fund managers. As Kyle Tetting explains in a MONEY TALK VIDEO, attribution is a sophisticated way of testing a manager’s potential. […]

Knowing how you plan to spend your retirement and what resources you already have can help you focus your investments, as Kyle Tetting explains in a MONEY TALK VIDEO. […]

By Adam Baley Retirement savings accounts such as IRAs offer tax advantages that can boost your investment returns. Understanding the differences between traditional and Roth IRAs opens up planning opportunities and helps you find the right combination of investment vehicles for your retirement plan. […]

Tom Pappenfus shows in a MONEY TALK VIDEO how a Morningstar portfolio snapshot can help track the mix of stocks and bonds that drives investment performance. […]