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Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

Stock market indexes can be useful benchmarks for gauging the performance of an investment portfolio over time.

An important element to successful investing is to manage investment risk while maintaining the potential for growth.

529 plans are tax-advantaged savings plans that generally allow people of any income level to contribute.

If you leave a job or retire, you should consider your options regarding your employer retirement plan assets.

The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.

401(k) employer-sponsored retirement plans have many benefits, including that the funds accumulate tax-deferred.

Tax-deferred retirement plans for self-employed individuals have higher contribution limits than IRAs.

Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.

Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.

For the grantor, there are a few potential tax benefits that can come with setting up a charitable trust.

IRAs and employer-sponsored retirement plans are subject to annual contribution limits set by the federal government.

With traditional IRAs and most employer-sponsored retirement plans, taxes are not payable until funds are withdrawn.

Capital gains are profits realized from the sale of assets; a tax is triggered only when an asset is sold, not held.

Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.

The federal gift tax applies to gifts of property or money while the donor is living.

Tax-deferred retirement account withdrawals before age 59½ generally trigger a 10% federal tax penalty.

Everything you own, whatever the form of ownership, is subject to federal, and possibly state, estate taxes.