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Jun 22, 2018

Why Are Retirees Investing in the Stock Market?

Guess Whos Increasing Their Stock Holdings (2) People like you who engage professionals like us to help them manage their personal finances typically own stocks, stock funds and ETFs. But barely half of America acts like you. According to Gallup (May 24, 2017), the number of Americans holding stock has dec...

Dec 17, 2014

Q&A: Retirement Planning Without Workplace Plan

Ric Edelman advises a single mother on how to save for retirement even though her small-business employer does not offer a workplace retirement plan.

Jun 20, 2018

Q&A: Taxes During Probate Litigation

Ric Edelman provides insight on estate planning.

Nov 12, 2014

Q&A: Pondering Pension Payout?

Ric Edelman advises on how to take a pension payout (lump-sum or monthly payments) and explains how interest rates may influence your decision.

Oct 28, 2014

Q&A: Retirement Plans for the Self-Employed

Retirement plans aren’t just for employees who work for organizations. If you’re self-employed learn about the different options you have.

Jul 10, 2018

Q&A: Re-Characterize or Convert?

Ric Edelman explains about the three kinds of IRAs, how to re-characterize after opening one, and phaseout rules.

Oct 28, 2014

Q&A: What Should I Do With an Inheritance?

Financial advisor Ric Edelman provides suggestions on what to do with an inheritance.

Jul 01, 2015

Q&A: Indexed Annuity for Long-Term Income?

A couple received a suggestion to invest about half of their retirement savings into an indexed annuity for long-term income. What’s Ric Edelman’s perspective?

Feb 20, 2014

Q&A: How to Handle an Inherited IRA?

Question: Should someone who inherits an IRA or 401(k) retitle it in their name instead of just taking the money as a beneficiary? How does that process

Dec 11, 2013

Q&A: Generating Income After Disability Payments Stop

Question: I’m 62 and living off Social Security Disability plus an $800-a-month personal disability plan that is going to end soon. I will need to replace