Inherited an IRA? What You Need to Know
IRAs are fraught with tax traps and complicated transfer rules, making the unaware subject to unexpected and potentially high taxes and penalties.
Financial Planning
How to Find an Old Pension or 401 (k) Account
It’s easy to lose track of a 401(k) or pension plan over the years. Ordinarily…
Ask Financial Advisers About Fees and Conflicts
Do you ever suspect that financial advisers put a greater priority on earning commissions and…
Answers To Your Tricky Social Security Questions: Part 2
In “Answers to Your Social Security Questions”, we looked at some important and tricky questions…
Power Up Your 401(k)
3 Moneymaking Tricks and 3 Traps to Avoid If you are among the 90 million…
Answers To Your Social Security Questions
You’re not supposed to have to worry about Social Security. It’s supposed to provide the…
A Medical Annuity Can Offer A Lifeline
If you and/or family members are worried that the enormous medical costs of a major…
Expand Your 401(k) Options
Do you ever wish you had more investment options in your 401(k) retirement plan? More…
How Big an Emergency Fund Do You Need?
It May Be More…or Less…Than You Think Most financial advisers agree that consumers should keep…
Retirement Income for Life
Here’s a New Way to Get It Do you think you’ll live past 85? If so,…
Questions to Ask When Choosing a Financial Adviser
A good financial adviser can help you manage your savings, investments and spending so you…
How to Check on Your Broker
Although the new Labor Department fiduciary rule mandates that your financial adviser act in your…
The Classic 4% Rule Can Ruin Your Retirement
There’s a simple old rule to help make sure you don’t run out of money…
Surprise! Retirement Costs Less Than You Think
It’s easy to wildly miscalculate how much money you’ll need in retirement—even if you are…
Retirement-Planning Calculators
Online retirement-planning calculators ask you a variety of financial, lifestyle and health questions, then estimate…
How to Locate Financial Assistance for Elderly People
Retirement is not “golden” for all seniors. More than 25 million Americans age 60 and…
Best Ways Now to Boost Your Social Security
Smart Strategies for Married Couples Since Congress voted last year to end two Social Security…
Social Security Loopholes Ending
Two Social Security loopholes that have boosted benefits for more than 100,000 married couples are…
My Worst Money Mistake: 6 Financial Experts Fess Up
Even the shrewdest financial experts make huge money mistakes from time to time—mistakes that can…
Better Way to Plan for Retirement Health Expenses
Soaring health-care costs can wallop consumers as they get older, even though some expenses remain…