CEO of Hobart Financial, Chris Hobart discusses the best ways to prepare your taxes to maximize retirement savings.
A new retirement study found that low-income workers are worse off, but the system even fails high earners. Teresa Ghilarducci, Economics Professor at The New School for Social Research, joins Seana Smith on 'The Ticker' to discuss.
Building a retirement portfolio can be a daunting task. How much can you spend each year? How much money is enough? Rob Williams, VP of Financial Planning at Charles Schwab, joined The Final Round to discuss the best ways to spend your money during retirement.
Working Americans expect to retire at age 66, up from 63 in 2002, according to a 2018 Gallup poll. The average retirement age has been 61 since 2011, Gallup found. "The lower actual age could be based on positive developments -- that people end up having more money and more wherewithal to retire
The 2019 tax season has proved to be more complicated and confusing than previous years, thanks in large part to the implementation of changes from the Tax Cuts and Jobs Act. Luckily, a team of CPAs has been on hand to answer your questions.
Perhaps you’ve taken stock of your retirement nest egg and found it a bit wanting. Uncle Sam wants to add a little extra rocket fuel to your retirement savings efforts. If you are 50 or older, you can take advantage of “catch-up” provisions in the tax code that allow you to contribute more to your
Many people save and invest in a 401(k) plan with the hope that they can accumulate enough to eventually pay for retirement. In addition to your savings rate and employer contributions, your 401(k) investment returns have a big impact on your final account balance. To make the most of your 401(k) plan
Peter Mallouk, President and Founder of Creative Planning, joins The Final Round to discuss how he's advising his high net worth clients and his top tips for retirement
April is financial literacy month and Google has revealed the 10 questions that Americans asked most about retirement last year. The number one search? “How much do I need to retire?” Greenline Financial Services' Jeff Brummett joins The Final Round to discuss what you need to do to retire comfortably
If your tax refund this year was disappointing, you may be able to do something about it: Contribute more to a retirement fund. Tax-deductible contributions to 401(k)s, IRAs and other retirement accounts are among the few remaining ways to reduce taxable income if you don't itemize deductions.
This time of year, it's natural to think of tax-shaving strategies. Various types of investments can help lower your bill.
Most Americans aren't saving nearly enough to retire at the comfort level they'd like to. Tom Gandolfi, the Founder and CEO of Three Bridges Financial Group, joins The Final Round to discuss the best ways to prepare for retirement. This segment brought you by Fidelity Investments.