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Retirement Planning Articles

Do Surviving Spouses Have a Right to a 401(k) or an IRA?

When choosing a beneficiary for a retirement plan, it is important to understand how your spouse will be treated under the plan...

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Make Sure Your Plan Beneficiary Choices Are Up to Date

Many people periodically update their wills or other estate plans, but don't remember to update who will receive distributions from their retirement plans.

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Understanding the Tax Consequences of Inheriting a Roth IRA

Passing down a Roth IRA can seem like a good idea, but it doesn't always make the most sense.

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How to Protect an IRA From Heirs' Creditors

When a person declares bankruptcy, an individual retirement account (IRA) is one of the assets that is beyond the reach of creditors, but what about an IRA that has been inherited? 

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How Your IRA Can Benefit Both Your Heirs and Charity

Do you want to use your IRA to help a charity, but also benefit your heirs?

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Avoiding Pitfalls When Forced to Start Breaking Your Retirement Piggy Bank

The oldest of the 75 million baby boomers have begun turning 70 in 2016.

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How to Use an Annuity in Your IRA

A new rule is allowing investors to use annuities in retirement to help save on taxes.

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The Benefits of Fixed Annuities

If you are looking for a steady stream of income in retirement, an immediate fixed annuity may be the answer...

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