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The Tao of Indexing
Kiplinger's Personal Finance
THE NEW RULES OF RETIREMENT • SECURE Act 2.0 gives retirees more time for their nest egg to grow and helps workers save more.
Benefits for Younger Workers • While some of the most significant provisions in SECURE Act 2.0 affect retirees and near-retirees, the legislation also contains some benefits for younger savers.
REGULATORS FOCUS ON NEW TYPES OF FRAUD • Seniors are among the most vulnerable victims of online scams.
DON’T FORFEIT YOUR FSA MONEY • Still have money to spend from your 2022 health care flexible spending account? Here are some ideas to use it up.
GENERAL ELECTRIC REINVENTS ITSELF
SPINNING PROFITS • The track record for medical technology spin-offs bodes well for GE HealthCare. At right, eight large-cap spin-offs in the sector and how their shares have performed, relative to the S&P 500 index, post spin-off.
RATE PREDICTIONS FOR 2023 • Here’s where average key interest rates for savers and borrowers will land by the end of 2023, according to forecasts by Bankrate.com chief financial analyst Greg McBride:
INVESTORS ARE LIKELY TO GET BETTER PRICES ON STOCK TRADES
STOCK MARKET SLIDE MEANS LOWER RMDs THIS YEAR
2023 MUTUAL FUND GUIDE • IN A YEAR WHEN EVERY CATEGORY FINISHED IN THE RED, FUND INVESTORS HAD TO BE CHOOSY TO FIND WINNERS
LARGE-COMPANY STOCK FUNDS • Value was the place to be in 2022.
MIDSIZE-COMPANY STOCK FUNDS • Energy stakes won the day.
SMALL-COMPANY STOCK FUNDS • Did we mention energy?
HYBRID FUNDS • Varied takes on a stock-and-bond mix.
LARGE-COMPANY FOREIGN STOCK FUNDS • Foreign markets edge the U.S.—kind of.
SMALL-AND MIDSIZE-COMPANY FOREIGN STOCK FUNDS • Beaten and bedraggled.
GLOBAL STOCK FUNDS • A focus on the whole world.
DIVERSIFIED EMERGING-MARKETS FUNDS • Value triumphs over growth.
REGIONAL AND SINGLE-COUNTRY FUNDS • Latin America provides some warmth.
SECTOR FUNDS • Tech and energy trade places.
ALTERNATIVE FUNDS • Commodities and futures ruled.
Energy Stocks Should Pump Out More Gains • Returns could cool after two red-hot years, but the sector remains strong.
Is the Walk Down Wall Street Still Random? • The author of an investing classic says yes and remains a champion of index investing.
Buy Food Stocks? We All Gotta Eat
Juicy Cash Ideas to Consider Now
A Tale of Two Dividend Funds
Turbulence for This Tech Fund
HOW TO TRIM YOUR TAX BILL • Life milestones, such as getting married, having kids and retiring, are usually taxable events. See how to minimize any tax bite—and maximize your refund.
Last-Minute Tax Savers
What’s Ahead for Your 2023 Taxes
Do You Need to Hire a Pro?
Get Your Spending Under Control
MONEY FUND YIELDS ARE ON THE RISE
RETIREMENT MOVING? DON’T OVERLOOK STATE TAXES • The amount you’ll pay will vary dramatically depending on where you live.
HOW WE RANKED THE STATES
Choosing Between Look-Alike ETFs and Mutual Funds • Consider how...