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Retirement Planning Articles

Exchange an Old Annuity or Life Insurance for Long-Term Care Insurance

A new law makes the purchase of products that combine annuities or insurance policies with long-term care insurance more attractiv...

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Roll Over Beethoven, But Not Too Many IRAs

A rule about how many IRA-to-IRA “rollovers” a taxpayer can make in a single years has changed and taxpayers should be aware of it to avoid unnecessary taxes and penalties.  

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Does Your Will Name an Alternate Beneficiary?

What will happen to your estate if your primary beneficiary does not survive you?

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Death for Beginners: Your No-Nonsense, Money-Saving Guide to Planning for the Inevitable

In guiding readers through the myriad choices involved upon exiting this mortal coil, author Karen Jones has managed to write a book about death that's a delight to read.

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Trump Delays Rule That Retirement Advisers Put Their Client's Interests Ahead of Their Own

President Trump signed an executive order calling for a review of the fiduciary rule that was intended to prevent financial advisers from steering their clients to bad retirement investments.

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Download Free Chapter of New Post-Crash Retirement Security Guide

A new book gives Baby Boomers the first examination of retirement issues in the new post-crash economy ...

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ElderLaw 101

Your Will

Your will is a legally-binding statement directing who will receive your property at your death. Why should you have a will?Here are some reasons.

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DOL Announces That Fiduciary Rule Will Go Into Effect June 9

After initially delaying a rule intended to prevent financial advisers from steering their clients to bad retirement investments, the Department of Labor announced that the rule will go into effect on June 9, but its future is still unclear.

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