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Brian J. OConnor
Posts
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What Retirement Accounts Should I Withdraw From First?
It’s finally time to start using the money you managed to save and invest over the years. But be careful: Taxes are just one of...
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Alicia Munnell, Founder of a Retirement Research Hub, Is Retiring
Alicia Munnell started the Boston College Center for Retirement Research in 1998. As she prepares to leave, she says fixing Social Security should be a...
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January Is Nearly Over. Have You Done Your Retirement Review?
While 2024 is still new, assessing where you stand in some key areas of personal finance can help smooth the transition to your later years.
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In 2024, More Old 401(k) Accounts Could Be Forced Into Rollovers
In 2024, more low-balance, forgotten 401(k)s and similar retirement plans could be forced into rollover accounts, which don’t benefit their owners. Here’s what to know.
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A Shock for Many Retirees: Social Security Benefits Can Be Taxed
When older Americans earn above a certain income level, they are often taken aback to find they owe federal income taxes on their benefits.
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New E.T.F.s Turn the Funds’ Virtue of Low Risk on Its Head
Using a variety of means to bet on the direction of a single stock, they add a layer of complexity that worries some investment professionals.