Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about personal loans, home equity loans, mortgages and banking. She lives in North Carolina and has taught and ...

Rolling over an IRA means transferring funds from one retirement account to another without tax penalties, helping maintain ...

We asked ChatGPT to compare DIAs and QLACs. See how its analysis measures up against a financial expert’s critique.

A new rule is going into effect next year that will affect high earners who make “catch-up contributions” in their 401(k)s or other tax-deferred workplace retirement plans.

A 409a deferred compensation plan is a non-qualified arrangement that allows employees to defer a portion of their income to a future date. This plan is often used by high-income earners to reduce ...

DFAs can be part of the retirement income solution, since they give workers the power to choose whether to convert some or all of the savings to income benefits. What good is an annuity without ...

With smart income planning, Roth strategies, QCDs, and senior deductions, retirees can legally avoid paying federal taxes on ...

Whether you are a small business owner trying to get an accurate picture of cash flow or a Main Street investor examining financial statements to pick stocks, understanding deferred revenue can help ...

RPO measures future revenue from existing contracts, aiding financial forecasting. It includes deferred and future invoiced revenue, enhancing transparency. RPO helps manage financial commitments and ...