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.
Retirement Planning
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…
Retirement Income for Life
Here’s a New Way to Get It Do you think you’ll live past 85? If so,…
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…
Better Way to Plan for Retirement Health Expenses
Soaring health-care costs can wallop consumers as they get older, even though some expenses remain…
How to Get Bonus Cash for an IRA Deposit
Fidelity Investments, the giant brokerage firm, has put a new twist on getting cash bonuses…
Social Security Secrets
You may be entitled to more than you’re getting. Social Security might end up being…
Power Up Your IRA
With These Money-Making Investments Although most investors don’t realize it, you can turn your retirement…
What Social Security Isn’t Telling You
Official estimates of your future benefits from the Social Security Administration can be both helpful…
Retire Happily on $25,000 a Year
Hint: You’ll Have to Move… Millions of folks are coming to the realization that they…
The Uncommon Way to Prolong Your Retirement Savings
Most retirees may have it backward when it comes to making a nest egg last…