How Seniors Can Do Smart Roth IRA Conversions
Here's a suggestion that goes against the conventional wisdom: Even older Americans can benefit by moving money from traditional IRAs to tax-free Roth accounts. Click here to learn more.
Cut Your 2024 Taxes Before It’s Too Late
The end of the year is weeks away. To improve your tax picture for 2024, act now. Click here to learn more.
3 Mistakes Investors Make During Election Years
Elections can divisive and anxiety inducing. But when it comes to investing, do elections matter all that much? A look at past presidential election cycles shows that the markets have proved to be resilient over time regardless of which party wins the White House. Click here to read more election insights from American Funds.
The 5 Biggest Mistakes People Make When Picking a Medicare Plan
Medicare's Open Enrollment Period for 2024 is October 15th - December 7th. Medicare can be confusing - so many choices, so much jargon. It pays to do a little homework and pick the plan that's right for you. Click here to learn more.
How to Vet the Financials of a Continuing-Care Retirement Community
Due diligence can be difficult thanks to the communities' complex business models, but prospective residents should review key metrics before buying. Click here to read more.