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Retirement Planning Articles

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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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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Retirement Savings Program for Lower-Income Earners Is Ending

The Trump administration is ending an Obama program that was designed to be a starter retirement savings account for low- and middle-income workers.

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