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Retirement Planning Articles

To Roth or Not to Roth?

Now that 2010 has arrived, people whose incomes were previously too high to permit them to rollover ...

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Should an Annuity Be Part of Your Retirement Planning?

Annuities can be valuable retirement and longevity planning tools, but they are complex financial products that can be misused. 

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Federal Government Creates New Retirement Savings Option: MyRA

In his 2014 State of the Union message, President Obama announced a new retirement savings program for people who do not currently have an employer-sponsored plan.

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'Fiscal Cliff' Deal Brings Changes to Estate Taxes and IRAs

Congress finally came to an agreement to avoid the "fiscal cliff," and the agreement includes some changes to estate taxes and Individual Retirement Accounts (IRAs).

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Web Site Combats Annuity Sales Abuses

An article in the Wall Street Journal in 2002 described a training session at "Annuity University," which bil...

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IRS to Crack Down on IRA Tax Rules

If you have an individual retirement account (IRA), now is the time to make sure you have been complying with tax rules...

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White House Proposes New Rules to Protect Investors Saving for Retirement

President Obama has proposed new rules to require financial advisers to act in the best interests of their clients. 

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Insurance Agent Given Jail Time for Selling Annuity to Elderly Woman With Dementia

A California insurance agent has been sentenced to 90 days in jail for selling an annuity to an 83-year-old woman who allegedly ..

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