Weigh these 7 factors first

Halfpoint Images | Moment | Getty Images 1. Investment fees Investment fees are a big consideration for rollovers, advisors said. Investment funds in 401(k) plans are generally less costly than their ...

How to use a required minimum distribution for unpaid quarterly taxes

Sdi Productions | E+ | Getty Images If you’re retired and skipped your 2022 tax payments, you can still avoid late penalties with an under-the-radar year-end strategy, experts say. Since taxes a...

Here’s why the $39 trillion U.S. retirement system gets a C+ grade

Siriporn Wongmanee / Eyeem | Eyeem | Getty Images The U.S. retirement system may seem flush — yet it ranks poorly in relation to those in other developed nations. Collectively, Americans had more than...

Inflation Reduction Act to cap costs for Medicare patients on insulin

The Good Brigade | Digitalvision | Getty Images A new legislative package signed into law by President Joe Biden on Tuesday is a big win for Medicare patients who struggle to cover the cost of insulin...

Retirees traveling check Medicare coverage to avoid costly surprises

Tom Merton | Getty Images If you’re a retiree on Medicare and feel the itch to travel, be sure you know whether your insurance plan can go with you. Whether you want to hit the road for a U.S.-b...

Staying on track with retirement, near-term goals amid choppy markets

Rbkomar | Moment | Getty Images Remember better days are coming The best and worst days tend to be clustered together, data from J.P. Morgan shows. If you sell, you may miss the upside — and that will...

Why it’s a good time for young investors to put money in the market

FG Trade | E+ | Getty Images Opportunities in the dip For young investors with the longest time horizons to plan for retirement, today’s market downturn also provides an opportunity, according t...

I bonds to deliver a record 9.62% interest for the next six months

Marko Geber | DigitalVision | Getty Images If you’re eyeing ways to fight swelling prices, I bonds, an inflation-protected and nearly risk-free asset, may now be even more appealing. I bonds are...

CNBC + Acorns Invest in You survey

Moyo Studio | E+ | Getty Images As the coronavirus pandemic wears on and government aid sent at the beginning of the crisis runs out, Americans are feeling the impact of tight budgets. One-quarter of ...

Have a case of buyer’s remorse? Why high inflation may be to blame

Shoppers are seen inside a shopping mall in Bethesda, Maryland on February 17, 2022. Mandel Ngan | AFP | Getty Images Inflation is pushing up prices everywhere, from grocery store shelves to gas pumps...