March 25, 2025 9:42 pm EDT
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The rollover is the most frequent IRA transaction, but most people do only a few rollovers during their lifetimes. Mistake are a result of this inexperience, leading to unnecessary taxes…

Dave Cottlehuber, the founder of SkunkWerks, a small tech infrastructure firm in Austria, says he has been moving the company’s few servers and databases away from US providers to European services since the start of the year. “First and foremost,…

This article was written byFollowCash Builder Opportunities (aka Nick Ackerman) is a former fiduciary and a registered financial advisor with 14 years of investing experience.He is the leader of the investing group Cash Builder Opportunities, where his specific focus is on closed-end funds, dividend growth stocks, and option writing as…

A Roth solo 401(k) can make up for the loss of your access to an employer-sponsored retirement plan. Planning for retirement is crucial, especially for self-employed individuals or those without…

This article was written byFollowDavenport Asset Management is a boutique money manager founded in 1984 with over $12 billion in assets under management. Their competitive advantages come from our history, partnership, independence, experience, and process refined over the 160-year history…

In September 2021, Jim Lanzone took over a company whose name once embodied the go-go spirit of the internet but had, over the years, become a joke: Yahoo. He accepted the CEO post from the new private-equity owner Apollo Global…

A mega backdoor Roth conversion is a retirement plan strategy that can allow individuals to allocate money to the Roth tax strategy above and beyond both traditional 401(k) and IRA limits. When done correctly, the conversion of assets from traditional…

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Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.Turkish police have detained Istanbul’s mayor Ekrem İmamoğlu, who was shortly expected to be announced as the main opposition challenger to President…

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This article was written byFollowWall Street Horizon provides institutional traders and investors with the most accurate and comprehensive forward-looking event data including earnings calendars, dividend dates, option expiration dates, splits, investor conferences and more. Covering 9,500 companies worldwide, we offer…

It was Meta itself that first told me about the new book attacking Mark Zuckerberg, Sheryl Sandberg, and the allegedly bankrupt morals of their company. On March 7, a Meta PR person contacted me to ask if I’d heard about…

You’re sitting in your office hurrying to get that last project accomplished before time runs out. It’s not just the usual deadline. It’s your deadline. It’s your retirement. You really want to finish this career capstone, but that’s not all…

Unlock the White House Watch newsletter for freeYour guide to what the 2024 US election means for Washington and the worldThis month, many investors feel dazed and confused. No wonder: as the US government flirts with another shutdown and President…

In late 2023, a team of third-party researchers discovered a troubling glitch in OpenAI’s widely used artificial intelligence model GPT-3.5.When asked to repeat certain words a thousand times, the model began repeating the word over and over, then suddenly switched…

Mortgage rates remained near a three-month low this week, mortgage buyer Freddie Mac said Thursday. Freddie Mac’s latest Primary Mortgage Market Survey, released Thursday, showed that the average rate on the benchmark 30-year fixed mortgage ticked up to 6.65% from…

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What’s it’s like to be retired when a recession hits? Every good ship’s captain knows how to ride out choppy waters. He’s got a tried-and-true rulebook. Maybe it’s not in…

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