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On average, the optimal portfolio, which is rebalanced monthly, produces 50% more retirement wealth than a balanced fund and 39% more than a TDF. And this extra wealth translates into higher ...

The H-1B visa is the program that is most responsible for bringing skilled immigrants to jobs in the U.S. During Trump's first term, denial rates for H-1B visas rose sharply, hampering the flow of ...

-- "The S&P 500 would be fairly valued in the 4,750 range by end of 2024." -- The "S&P 500 [will] end 2024 between 4,700 and 4,800." -- "Our year-end 2024 fair-value target range [is] 4,850 to 4,950." ...

If he didn't do the conversion and left his money in his 401 (k) or traditional IRA, he would instead pay a 25% tax on each of the RMDs he would receive in subsequent years (this is assuming the ...

Inflation in the U.S. has bubbled up in the past few months in a worrisome sign, but the bubble could pop by next spring. The recent rise in inflation has come as a nasty surprise, to be sure.

This means the real overhead cost of government-run Medicare is about 1% to 1.5% for administration and about 1.5% (15% of that 7.8% in improper payments) for medically unnecessary payments. In other ...

Boldin, formerly known as NewRetirement, hears from all sorts of users who saved well in tax-deferred accounts during their working careers and now, as they approach retirement, see looming required ...

"Spreads are tight but it is not unusual for them to stay tight for long periods," Janus Henderson Investors said in a note on its 2025 outlook for high-yield bonds. "Spreads spike higher during a ...

President-elect Donald Trump made a very expensive set of promises during his third straight campaign for the White House, pledging to extend the 2017 tax cuts and add new breaks for overtime workers, ...

Also, the SPDR S&P Regional Banking ETF KRE has popped over 10% since Nov. 5, while the Invesco KBW Bank ETF KBWB is up 9.2% and the SPDR S&P Bank ETF KBE has gained nearly 9% in the same period, ...

The time-honored - and sometimes controversial - 4% rule suggests that a retiree should be able to withdraw 4% of their savings and investments in their first year of retirement and then adjust the ...