Mitt Romney's IRA was valued at up to $101.6 million in 2011; at that size the year-end charity and Roth moves barely register. For a widow with $1.5 million, a $12,000 QCD before Dec.…
That old life insurance statement in the drawer may hold more than you think, and the wrong move could cost you. Before you borrow, cash out, or swap it, one document from the insurer…
Amgen has raised its payout every year since 2011, yet the pace of those raises is cooling just as patent cliffs and drug price controls close in. One number shows whether the next raise,…
A routine callback about a big wire transfer can quietly stall your money for weeks, and most account holders never learn why. One overlooked form could decide whether that pause protects you or traps…
Healthcare, net-lease real estate and oil each hide a dividend that has to survive a lawsuit, rising interest costs or a wild swing in crude. Which risk would you lose sleep over, and which…
Comcast's dividend looks well covered, yet its payout has stopped growing, buybacks are on hold, and customers keep leaving for cheaper rivals. Does a few hidden growth engines offer enough to keep income investors…
The document your dad's lawyer drew up years ago may get handed right back to you at the Social Security counter. Learn why the agency plays by its own rules, and what one form…
A $300 annual discount on a long-term care policy sounds like smart shopping, but 25 years later that choice forces a painful reckoning between what the policy pays and what the nursing home actually…
One bank missed earnings after a $1.2 billion settlement charge, while the other just boosted its payout. Yet the cheaper stock with the juicier yield may not be the safer place for retirement income.…