America is confronting the realities of an uncertain future. With economic fears on the rise, more people have started to question whether they’ll ever be able to retire, let alone retire the way in ...

For years, retirement education focused on the need to save; but as Baby Boomers are starting to reach retirement, they’ll have to turn that accumulation into a source of income. At the end of an hour ...

In order to determine the best investment option for your savings, it is imperative to first understand the purpose of your money. Short- or long-term investing? Income, accumulation or legacy? The ...

Taxable income for trusts and estates is computed by subtracting the following from gross income: allowable deductions; amounts distributable to beneficiaries; and the exemption. Estates are allowed a ...

When planning for retirement, annuities often enter the conversation as a way to secure a steady income stream. Look under the hood of an annuity, though, and you’ll find many moving parts, often with ...

W. Scott Simon is a principal at Prudent Investor Advisors, a registered investment advisory firm. He also provides services as a consultant and expert witness on fiduciary issues in litigation and ...

Accumulated other comprehensive income (AOCI) accumulates other comprehensive income (OCI), which records unrealized and realized gains and losses from certain transactions. Unrealized means paper ...

This report is one of a series on the adjustments we make to convert GAAP data to economic earnings. Reported assets don’t tell the whole story of the capital invested in a business. Accounting ...