2023 may be a challenging year for investors. How can you reduce your risk? Larry Swedroe, head of financial and economic research for Buckingham Wealth Partners, discusses how to balance your portfolio for the coming year. • Your retirement plan may soon get a boost from “Secure 2.0”. Sarah O’Brien of CNBC summarizes the benefits of the new bill. • Retirees often overlook 10 common tax savings. For those over 65, Kevin McCormally describes how to take advantage of them.
Fourth Quarter 2022 Economic Review and Outlook — The economic tea leaves suggest that 2023 could be another challenging year for both stocks and bonds. However, the outlook is more balanced given that equity valuations are much lower and bond yields much higher. The head of financial and economic research for Buckingham Wealth Partners, Larry Swedroe, discusses how to manage risk for 2023. Read more…
“Secure 2.0” On Track To Usher In Changes To Retirement System — “Secure 2.0” is likely to be passed by both the House and the Senate by the end of this week. Sarah O’Brien describes the collection of provisions intended to build upon the retirement-system improvements that were implemented under the Secure Act of 2019. Read more…
Most-Overlooked Tax Breaks for Seniors and Retirees — For retirees over age 65, it’s more important than ever to take full advantage of every tax break available. That’s especially true if you’re on a fixed income. Kevin McCormally of Kiplinger explains 10 tax-savings opportunities. Read more…
John R. Day, Bill Ennis, and Matt Heller