What to Do With 529-Plan Leftovers

Risk-Parity Funds Redefine 'Balance'

A new group of allocation funds are based on the view that there is something fundamentally wrong with the classic 60-40 stocks-to-bonds mix.

Will Sales-Tax Deduction Live On?

It appears likely that lawmakers will extend the provision, which lets people deduct the general state and local sales taxes they paid, beyond its scheduled expiration at the end of the year.

Hospital Observations Can Get Costly for Medicare Recipients

Observation care is billed as outpatient care, leaving Medicare beneficiaries with higher out-of-pocket expenses.

Gen Y Invests More Than It Thinks

18-to-30-year-olds say they don't feel comfortable about stocks, but that bears little resemblance to how they actually invest.

Years Late, Trillions of Dollars Short

The president has rolled out another government program to help homeowners hit by falling home prices, but there's little reason to think this plan will enjoy much more success than the previous ones.

Money Moves to Make Now, Not at the End of the Year

Contrary to conventional wisdom, there are some regular money moves that are better done at the beginning of the year rather than the end.

An Annuity Can Still Make Sense

Despite the current ultralow rates, immediate annuities can still be a good option for retirees who need guaranteed income right now.

Retirement Plans Will Soon Start Talking Fees

Under a new Labor Department rule, mutual-fund companies and other 401(k) administrators must disclose plan fees to employers and to the workers investing in the plans.

Losing a Parent Comes With Tasks

As older parents approach death, they often leave lengthy to-do lists for their children. Here's how to deal with your parents' stuff while preserving family harmony and finances.

Refinancing: Is It Time to Act?

Annuitizing Your 401(k)

Feds Disclose New 401(k) Rules

Enjoy the Super Bowl, Don't Lose the Bet

Blessings of Gridlock: Few Changes in Taxes