Personal financeAug 29, 11:30am ET

Her Husband's Life Insurance Was Tax-Free. The Interest the Company Paid While It Held the Money Was Not.

Gerelyn TerzoGerelyn Terzo

A widow collects a large life insurance payout, assumes the tax burden is behind her, and then watches her Medicare premiums climb in a way the policy never warned her about.

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Stock picksAug 29, 10:00am ET

Jim Cramer Sold One AI Chipmaker Over $80 Billion in Debt but Defended Nvidia

Joel SouthJoel South

Jim Cramer dumped one AI chipmaker over an $80 billion debt raise, then turned around and shrugged off the identical financing practice at NVIDIA. Whether that double standard holds up depends entirely on what NVIDIA reports after the bell tonight.

  • NVDA
  • AVGO
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ETFsAug 29, 9:53am ET

VUG vs. VOOG Is Not a Fee Fight | How the Cheaper Vanguard Growth ETF Is Losing

Omor Ibne EhsanOmor Ibne Ehsan

Two nearly identical Vanguard growth ETFs are posting returns that differ by five full percentage points this year, and the cheaper one is losing. The reason has nothing to do with fees.

  • VUG
  • VOOG
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MacroAug 29, 9:50am ET

Washington Just Handed China the One Thing Beijing Spent a Decade Preparing For

Omor Ibne EhsanOmor Ibne Ehsan

The Trump administration threatened to cut Chinese banks off from the dollar system, but one analyst says Beijing spent the last decade building exactly the escape route Washington just gave it a reason to use.

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Retirement & wealthAug 29, 9:36am ET

If You Have $920,000 Saved at 61, Here Is the Monthly Income You Can Actually Count On

Carl SullivanCarl Sullivan

Turning $920,000 into a reliable monthly paycheck sounds straightforward until sequence risk, Medicare costs, and a single Social Security timing mistake enter the picture. The gap between a comfortable retirement and running out of money may come down to one decision you make b…

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Retirement & wealthAug 29, 9:24am ET

His Company Offered $4,100 a Month for Life or $812,000 Today. He Took the Pile, Rolled It Into an IRA, and the IRS Didn't See a Dollar Until He Decided It Should.

David BerenDavid Beren

Most retirees who take a pension lump sum trip over a single procedural detail that triggers automatic withholding and a tax bill they never owed. The way the check gets cut changes everything.

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Stock picksAug 29, 9:00am ET

This Gold Miner's Profit Jumped Nearly 90% but Its CEO Says the Real Payoff Comes After 2030

Joel SouthJoel South

Harmony Gold just posted its best fiscal year ever, yet the CEO is telling investors the real payoff does not arrive until after 2030. Here is what that bet looks like when you strip out the gold price tailwind.

  • HMY
  • HGMCF
  • GFI
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Retirement & wealthAug 29, 8:20am ET

Everyone's Chasing Florida's Gulf Coast. Smart Retirees Are Quietly Buying Here Instead

David BerenDavid Beren

Ask a room full of near-retirees where they see themselves in five years, and half of them will name a Gulf Coast zip code. Naples, Sarasota, Fort Myers, Punta Gorda. The real question is whether the fixed costs attached to a coastal Florida address leave the rest of the retirem…

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MacroAug 29, 8:00am ET

Dan Ives Says the U.S. Just Took the Tech Lead From China but Trump's New Chip Tariffs Would Hand It Back

Joel SouthJoel South

Wall Street’s loudest AI bull spent Thursday morning declaring America’s first technology lead over China in three decades, then named the one policy decision that hands it straight back to Huawei.

  • NVDA
  • PLTR
  • CRM
  • META
  • CRWD
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Dividend incomeAug 29, 7:01am ET

The One High-Yield Asset You Should Never Put in a Roth (and 3 You Should)

Joel SouthJoel South

Most high-yield investors assume a Roth automatically improves every position they move into it, but one popular income asset can trigger a tax bill inside the account itself, and owning it there may cost more than keeping it out.

  • EPD
  • O
  • ARCC
  • MAIN
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Personal financeAug 29, 6:09am ET

Sold Your Old Couch at a Loss? The 1099-K Doesn't Know That. What Casual Sellers Must Do When the Form Overstates Income

Jake FitzgeraldJake Fitzgerald

A form arriving this January will tell the IRS exactly how much you received for that old couch, and it will say nothing about what you paid for it five years ago. What you do between now and April depends entirely on paperwork you probably still have time to find.

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Personal financeAug 29, 5:58am ET

'We Covered That, But It Will Go Up': Ramsey to Caller Spending $1K of Mom's $1,200 Social Security

Jake FitzgeraldJake Fitzgerald

A $160,000 salary sounds like plenty of cushion until a Social Security check starts shrinking against rising care costs, and one Ramsey caller is already closer to the edge than Dave’s quick arithmetic suggests.

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