Disputing shared finances among couples can be a hard relationship dealbreaker. Even something as simple as deciding what kind of bank account to open can provoke disagreements, but it’s important to ...

A SEP IRA is a tax-advantaged retirement account that’s an especially attractive option for workers who don’t have access to an employer-sponsored plan. The annual contribution limits for an SEP IRA ...

Joint accounts are becoming less common. But couples who don’t pool their resources can end up erecting a wall in their ...

Self-employed workers and small-business owners who want an easy and inexpensive retirement plan should consider a Simplified Employee Pension IRA, or SEP IRA. SEP IRA plans are easier to establish ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Thomas J. Brock is a CFA and CPA with more than 20 years of experience in various areas including investing, ...

Joint bank accounts allow couples to manage budgets together, monitor spending and save for shared goals. But they aren’t right for every couple. And you don’t have to go with an all-or-nothing ...

If an employee’s benefit is divided into separate accounts under a defined contribution plan (or in the case of a defined benefit plan, into segregated shares) and the separate accounts have different ...