How to Minimize Your Heirs’ Tax Burden on Inherited IRAs and 401(k)s

The stretch-IRA strategy largely went away after the Secure Act of 2019, leaving heirs less maneuverability on taxes. Financial pros have some solutions. Illustration by Barron’s: Dreamstime(5) ...

Apple Stock Is Under Pressure. Why Its Earnings Could Trigger a Rebound.

Text size Apple stock has fallen 23% so far this year. Getty Images Investors are feeling a little jittery about Apple stock, and for logical reasons. The company’s June quarter earnings report is les...

Carnival and Other Cruise Operators Face Too Many Headwinds. Steer Clear of the Stock.

An analyst note predicting Carnival stock could fall to zero in a worst-case scenario has revived concerns about the cruise industry. Here, a Carnival ship docked at Key West, Fla., earlier this year....

There may be another shoe to drop after Micron’s big outlook miss

Micron Technology Inc. delivered an outlook that fell far short of the consensus view, prompting questions about how the memory market will fare in a downturn. The company expects August-quarter reven...

Russia Takes Control of International LNG Project

Russia took control of the international consortium behind the giant Sakhalin-2 oil-and-natural-gas project, handing it to a new Russian entity that will effectively give the Kremlin say over which fo...

Pfizer Raises Covid-19 Vaccine Price 27%. What It Means for the Stock.

Text size Pfizer said it has signed a deal to supply the U.S. with vaccines in the fall, while Moderna has yet to announce a sale. Jacob King – WPA Pool / Getty Images Pfizer has raised the U.S....

These 10 stocks in the S&P 500 lost $4.2 trillion of investors’ money during the first half of 2022

The first half of 2022 is over, and good riddance for investors: The S&P 500 Index declined 20.6%. Below are two lists of the worst-performing stocks in the S&P 500 SPX, -0.88% this year. Firs...

Supreme Court Curbs EPA’s Authority. What’s Happening To Energy Stocks.

Text size The Supreme Court ruled the EPA must get clear congressional approval before making sweeping regulations to deal with climate change. George Frey/Getty Images Coal mining and oil stocks were...

Opinion: Stocks could drop 50%, Nouriel Roubini argues. Things will get much worse before they get better.

NEW YORK (Project Syndicate)—The global financial and economic outlook for the year ahead has soured rapidly in recent months, with policy makers, investors, and households now asking how much they sh...

Should You Roll Over Your 401(k) to an IRA? It Can Cost You Tens of Thousands.

Text size Retirement savers would do well to check the fees on fund holdings in 401(k) accounts held at former employers before rolling over to an IRA. Workplace savings plans tend to have more favora...

AutoZone and 3 Other Auto Parts Stocks That Look Like Buys

Text size Morgan Stanley recently upgraded AutoZone, citing its ability to pass on higher prices to consumers. Andrea Morales/Bloomberg Auto parts retailers have outpaced the market for much of the pa...

‘I wouldn’t be successful at my job without her’: My friend cleans, cooks and cares for my child. I pay her $50 a day. Am I taking advantage of her?

I’m a working-from-home mom and my supervisors have no intentions of bringing me back to the office at this time. In order to actually get work done, I have pieced together childcare using the help of...

Here’s why this trader is piling back into one of the year’s hottest commodities

The end of June is nigh and good riddance. Down about 7%, only March has delivered a win for S&P 500 SPX, -0.07% investors this year, as pandemic fallout has been compounded by Russia’s brutal and...

Nio stock bounces, after EV maker disputes short-seller report, saying it contained ‘numerous errors’

Shares of NIO Inc. were knocked down by a short-seller report on Wednesday, alleging exaggerated financial results, even as the China-based electric vehicle maker said the report is without merit and ...

Carnival Stock Could Fall to $0 in a Worst-Case Scenario, Analyst Says

Text size Carnival Dream cruise ship is docked at Port B in Key West, Florida. Chandan Khanna/AFP via Getty Images Carnival stock was tumbling Wednesday after Morgan Stanley cut its price target to a ...

This veteran money manager has seen it all. And these 19 dividend stocks pass his rigorous quality screen right now.

Lewis Altfest’s time in the finance industry spans seven decades. He has some words of advice for investors who aren’t used to stomach-churning stock-price moves. He founded Altfest Personal Wealth Ma...

Wall Street’s favorite stock sector has potential upside of 43% as we enter the second half of 2022

At the midpoint of 2022, investors are looking at a remarkable change in stock valuations. The S&P 500 SPX has declined 20%, but the benchmark index’s forward price-to-earnings valuation has falle...

Opinion: Early retirement in 3 steps: Follow the ‘Cashing Out’ couple’s road map to financial freedom

A couple of months ago, our five-year-old son was relieved to find out that he could have two best friends. For weeks he’d been stuck in an innocent adolescent triangle where both kids wanted him to b...

Here’s how much your Social Security check is likely to go up next year

Good news — sort of. If you’re retired or just about to retire, next year’s Social Security checks are likely to see one of the biggest bumps on record as a result of surging consumer prices. The aver...

How long will stocks stay in a bear market? It hinges on if a recession hits, says Wells Fargo Institute

When the S&P 500 officially dropped into a bear market on June 13, closing down more than 20% from its last peak, it stirred debate about whether investors should hold tight or think about buying ...

Default Won’t Trigger a Long Winter for Russia

Failing to pay your debts can stop you getting a loan again. Except if you are a country—even Russia. Russia has defaulted on its foreign debt for the first time since the Bolshevik Revolution. Becaus...

3 big problems with Congress’ new retirement reforms

A new set of reforms to America’s retirement tax and savings plans passed a key hurdle in Congress last week. Variously known as the SECURE Act 2.0, the EARN Act and the RISE & SHINE Act, the meas...

Oil Tanker Is Stopped by U.S. in Transit From Russian Port to New Orleans

U.S. authorities have stopped a ship traveling from Russia to Louisiana with a cargo of fuel products, say people familiar with the matter. The Daytona tanker is owned by Greek shipowner TMS Tankers L...

Goldman Sachs and Wells Fargo Boost Shareholder Payouts

The largest U.S. banks said they would increase payouts to shareholders after the Federal Reserve said the banks are able to keep lending in a severe hypothetical recession. Four of the six biggest ba...

Vanguard Sues UHNW Advisor Over Alleged Client Solicitation

The Vanguard Group is suing one of its former ultrahigh-net-worth financial advisors for allegedly violating a one-year nonsolicitation agreement he signed while an employee. The financial services gi...

Axsome Therapeutics Stock Soars on Proposed FDA Labeling for Depression Drug

Text size Axsome is reviewing the proposed labeling from the FDA. Dreamstime Shares of Axsome Therapeutics were soaring Monday after the biopharmaceutical company announced some good news in an attemp...

Office workers in San Francisco, Manhattan and Chicago are not returning to the office in significant numbers, research shows

Companies are trying to bring back employees into the office. Early data suggests that workers still aren’t that keen. According to a new report by Placer.ai, visits to office buildings have yet to ca...

Gensler labels bitcoin a ‘commodity’ as crypto prices stabilize

Securities and Exchange Commission Chairman Gary Gensler said Monday that bitcoin BTCUSD, -0.24% was the only cryptocurrency he was prepared to publicly label a commodity, rather than a security, in a...

The Russian Default Is Less Worrisome Than It Appears. Keep Watching Oil.

A general view of the Kremlin, Red Square and St. Basil’s Cathedral in central Moscow. AFP via Getty Images Text size Russia’s first default on its foreign debt in more than 100 years is the lat...

Cruise Lines Can’t Duck Their Debt

Cruise ships, it seems, are like ducks—elegant and effortless above the water, fighting like crazy to stay afloat beneath. On the surface, the industry is finally steaming ahead after over a year at b...

G-7 to Ban Russian Gold, Adding to Sanctions Over Ukraine

Russia exports roughly $19 billion of gold a year, and cutting off that revenue source will add to pressure on the Russian economy, according to Secretary of State Antony Blinken. Dreamstime Text size...