Retirement & Investing

2+ day, 11+ hour ago   (1622+ words) Mohit Bhatia of&nbspBank of India Mutual Fund Where Active Management Can Still Add Value Bhatia began with the record of Indian equities over the past two decades. The presentation showed the Sensex and Nifty 50 delivering approximately 14% compound annual growth…...

2+ hour, 24+ min ago   (633+ words) Swedish household data point to a source of differences in wealth accumulation that is easy to overlook: how people weigh spending today against spending later. A study published in the Journal of Finance estimates that attitudes toward time vary more…...

14+ hour, 50+ min ago   (911+ words) Waiting longer to claim Social Security sounds like the obvious move, but for millions of people that advice quietly costs them thousands of dollars. Your life expectancy changes the math in ways most retirement guides never bother to spell out....

57+ min ago   (453+ words) The 50/30/20 rule is everywhere in personal finance. 50% of take-home pay for needs, 30% for wants, 20% for savings and debt repayment. Simple, memorable, widely recommended. I decided to actually check whether my own spending matched it — and I was wrong about almost…...

12+ hour, 53+ min ago   (1129+ words) Josh is an award-nominated journalist with nearly a decade of experience, including writing for national newspapers. A data whizz, he specialises in covering personal finance and investing. Age gaps between partners in later life aren’t particularly uncommon, but they can…...

7+ hour, 42+ min ago   (625+ words) More than $1 billion in retirement checks owed to Americans are sitting unclaimed as state financial officials push President Donald Trump to overhaul how the government handles the lost money, North Dakota Treasurer Tom Beadle told the Daily Caller News Foundation....

8+ hour, 35+ min ago   (437+ words) A 73-year-old retiree followed a perfectly legal IRS shortcut for combining retirement account withdrawals, then got fined for a distribution he thought he had already taken. The rule he missed is written in plain sight, and it catches surviving spouses…...

9+ hour, 54+ min ago   (347+ words) September 13, 2026 — 5:00am However, I cannot find any advice on how best to access the monies, what the full tax implications may be on both ends, and how to transfer them in a tax-efficient way. I suggest you talk to the fund…...

9+ hour, 54+ min ago   (1132+ words) September 13, 2026 — 5:00am Last week we saw the enticing, vote-buying idea of being able to raid our super contributions, raised again. Previously a Coalition thought bubble, One Nation’s Pauline Hanson has been spruiking it this time. Because gee it’s a sugar hit....

6+ hour, 18+ min ago   (595+ words) If you have retirement savings in a traditional IRA or 401(k), you'll be subject to required minimum distributions (RMDs) once you turn 73 or 75, depending on your year of birth. And those RMDs could be a hassle, to say the least. Not…...