David Beren |
A 72-Year-Old Couple With $900,000 in IRAs Converts Nothing. Their Kids Inherit the Tax Bill Instead.
When a retired couple leaves a $900,000 IRA untouched, they are not avoiding a tax decision. They are making one,…
Marc Guberti |
Have a Large 401(k) Balance and Approaching 62? Make Sure You Convert Before This Medicare Rule Kicks In
Most Roth conversion strategies focus on federal tax brackets, but there is a Medicare rule tied to a two-year income…
Gerelyn Terzo |
New York Has the Heaviest State and Local Tax Burden in America. For a Retiree Living on Social Security, Here’s What It Really Costs.
New York does not tax Social Security benefits at the state level, and that sounds like good news until you…
Carl Sullivan |
The Annuity Pitch Skips One Number: What a $250,000 Policy Costs Your Heirs
Insurance companies count on retirees focusing on the monthly payout number, but there is a second number buried in every…
Thomas Richmond |
3 Major Reasons to Buy Microsoft Before July 29 Q4 Earnings
Microsoft shares sit nearly 25% below their 52-week high even as Azure accelerates and its AI business explodes, which raises…
Thomas Richmond |
Meta Stock Is Down Nearly 10% in 2026. Should You Buy Before July 29 Q2 Earnings?
Meta's stock has shed nearly 10% while its business keeps accelerating, creating a tension that puts investors in a tough…
Thomas Richmond |
3 Major Reasons to Buy Vertiv Before July 29 Q2 Earnings
Vertiv enters its July 29 earnings report with a $15 billion backlog and a stock price sitting well below analyst…
David Beren |
The 3.4% Income Play That Beats the Dogs of the Dow Strategy
Applying the Dogs of the Dow logic across the entire S&P 500 sounds like a recipe for chasing troubled dividends,…
David Beren |
The Widow’s Penalty: Same House, Same Savings, One Check Gone, and a Higher Tax Bracket
When a spouse dies, the house stays, the bills stay, but the tax code quietly shifts every remaining dollar into…
David Beren |
Why Retirees With Pension Income Still Need a Dividend Portfolio
A pension check arriving every month feels like a retirement problem solved, but retirees who treat it that way tend…
Thomas Richmond |
3 Reasons Ford Looks Overlooked Ahead of Its July 28 Q2 Earnings
Ford reports Q2 earnings on July 28 carrying a combination of attributes rarely seen together in a major automaker, yet…
Rich Duprey |
Trillionaire No More. SpaceX Collapse Loses Elon Musk $600 Billion in One Month
SpaceX's blockbuster IPO compressed years of post-debut volatility into a single month, and the fallout carries a warning for investors…
Thomas Richmond |
Down 50% From 2026 Highs, Should You Buy Sofi Before July 29 Earnings?
SoFi's stock has cratered while its profits soared, creating a rare gap between price and performance heading into July 29…
Thomas Richmond |
70% of Teradyne’s Revenue Is Tied to AI. Should You Buy Before July 29 Q2 Earnings?
Teradyne has nearly doubled in 2026 by placing one very concentrated bet, and its July 29 earnings report will reveal…
David Beren |
Inside DGRW: How a 32% Payout Ratio Keeps Distributions Safe While Markets Shift
DGRW yields just 1.3% and counts NVIDIA as its top holding, which raises a fair question about whether this fund…
Joel South |
Billionaire Investor Seth Klarman’s Top 5 Stocks: Would He Buy More Today?
Seth Klarman's Baupost Group just revealed its five largest stock positions, and the list includes a little-known industrial distributor posting…
Vandita Jadeja |
Prediction: Is Salesforce a Millionaire-Maker Stock?
Salesforce stock has cratered over 38% this year while its AI business quietly explodes in the background, and the gap…
Thomas Richmond |
3 Reasons Seagate Technology Could Be Worth a Closer Look Ahead of July 28 Earnings
Seagate's hyperscaler contracts stretch well beyond this year, its free cash flow just posted a triple-digit surge, and Q4 earnings…
Rich Duprey |
Big Tech’s Trillion-Dollar Bet Is Starting to Crack, Investors Are Looking Elsewhere for Profits
Big Tech is pouring hundreds of billions into AI every year, but investors are quietly starting to separate the winners…
Gerelyn Terzo |
The IRA Donation Trick That Lowers Your Tax Bill and Never Touches Your Medicare Premium
Most retirees taking RMDs have no idea a single distribution can silently trigger hundreds of dollars in Medicare surcharges, and…
