Kiplingers Personal Finance

05/2017 KIPLINGER’S PERSONAL FINANCE 39 JEFF NELSON pany Institute. To see how your plan compares with other employer-sponsored ...

40 KIPLINGER’S PERSONAL FINANCE^ 05/2017 MONEY is usually no tax on the conversion. Unless, that is, you al- ready have money in ...

800.FIDELITY | Fidelity.com/score NINETY SIX Be sure to consider all your available options, including staying in plan, and the ...

42 KIPLINGER’S PERSONAL FINANCE^ 05/2017 MONEY If you don’t qualify for a subsidy, your cheapest option may be a short-term poli ...

05/2017 KIPLINGER’S PERSONAL FINANCE 43 ISTOCKPHOTO.COM spike, and some insurers penalize you after a single accident or speedin ...

44 KIPLINGER’S PERSONAL FINANCE^ 05/2017 MONEY Commissioners’ Consumer Information Source (www .naic.org/cis). Type the com- pan ...

Tip #26 Why paying down your mortgage before you retire might be a bad idea. Tip #12 Why you need to plan on living longer than ...

46 KIPLINGER’S PERSONAL FINANCE^ 05/2017 MONEY too busy to spend time with you, or you’re expected to be a full-time baby- sitte ...

Athene © 2017 ANNUITIES • REINSURANCE • INSTITUTIONAL PRODUCTS We see you outperforming the others. If you are like us, you know ...

MONEY 48 KIPLINGER’S PERSONAL FINANCE^ 05/2017 they would be if you were to finance the same vehicle. Prepare to negotiate. Your ...

Annual yield as of March 7 Min. amount Website Savings (www.) PurePoint Financial (C ali f.)* 1.25% $10,000 purepoint.com Popula ...

AT A TIME WHEN INVESTORS ARE FLOCKING to index funds, we see signs that active manage- ment still has a future. Over the past 12 ...

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52 KIPLINGER’S PERSONAL FINANCE^ 05/2017 INVESTING the stock market’s winners from the losers,” says Liz Ann Sonders, chief stra ...

05/2017 KIPLINGER’S PERSONAL FINANCE 53 is based. The managers believe prox- imity gives them an edge. The process: Mark Hennema ...

54 KIPLINGER’S PERSONAL FINANCE^ 05/2017 INVESTING the typical small-company fund. The track record: After a rough 2014 and 2015 ...

05/2017 KIPLINGER’S PERSONAL FINANCE 55 the rest in high-quality bonds. The process: Wellington Management runs this fund. Ed Bo ...

56 KIPLINGER’S PERSONAL FINANCE^ 05/2017 INVESTING PIMCO INCOME D The focus: Steady income generated by a variety of bond types. ...

05/2017 KIPLINGER’S PERSONAL FINANCE 57 Through February 28. ‡Open to new investors if purchased directly through Vanguard. *Sma ...

INVESTING 58 KIPLINGER’S PERSONAL FINANCE^ 05/2017 SINCE PRESIDENT DONALD TRUMP’S surprise victory in November, Wall Street has ...