Suzanne Woolley

Taking losses to offset capital gains can prove to be a smart strategy come tax time.

Less than one in four think they’ll be able to save the $1.1 million they need, a survey finds.

The S&P 500 is dominated by big tech, which was good news on the way up. Not so much on the way down.

All the messaging about putting money early into retirement accounts seems to have made a dent.

Transparency is not the norm with estate plans. But maybe it should be.

Morningstar waded through the crowded field and looked at cost, transparency, asset allocation and financial planning tools.

As of late April, 12% of 816 companies representing 12 million workers had suspended matching contributions, according to a Willis Towers Watson survey. An additional 23% said they will or may halt them this year.

If tax rates are likely to be higher then, the thinking goes, why not pay taxes on some of the money held in tax-deferred accounts now, at today’s presumably lower rate, and let it grow tax-free in a Roth?