Monthly Archives: October 2015

A Bracing Year for Target-Date Funds

via Wall Street Journal With all the turmoil in stock markets this year, how well are target-date mutual funds performing? Not very well, particularly for investors who are retiring this year. And that has fueled the debate over how these … Continue reading

Posted in Uncategorized

Why It’s a Prime Time for a Roth IRA

via Wall Street Journal With some stock indexes well below their highs this year despite a recent rally, Roth individual retirement accounts are gaining appeal. A down market presents tax-savings opportunities for both owners of Roth IRAs and savers who … Continue reading

Posted in Uncategorized

5 Things Expats Need to Know About Obamacare

via Wall Street Journal Tax adviser David McKeegan of Greenback Expat Tax Services says expats can’t simply ignore U.S. requirements for health insurance.  Here is his advice: According to a recent survey of expats conducted by my company, awareness of “Obamacare” is high but … Continue reading

Posted in Uncategorized

Foes of Tax on ‘Cadillac’ Health Plans Gain, but Challenges Remain

via Wall Street Journal There is more support than ever on Capitol Hill for rolling back the health law’s tax on high-cost employer health plans—notably from some Democrats usually opposed to paring back the law, as well as from many … Continue reading

Posted in Uncategorized

Millennials: Many Are Saving but Few Are Planning

via Life & Health Advisor WASHINGTON, D.C. – The Insured Retirement Institute (IRI) and the Center for Generational Kinetics (CGK) today released new research focused on the retirement outlook of the Millennial generation that found while 68 percent of Americans … Continue reading

Posted in Uncategorized

70,000 Ways to Classify Ailments

via Wall Street Journal Doctors, hospitals and insurers are bracing for possible disruptions on Oct. 1 when the U.S. health-care system switches to a massive new set of codes for describing illnesses and injuries. Under the new system, cardiologists will … Continue reading

Posted in Uncategorized