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Retirement Planning Articles

Charitable Gift Annuities: Making Your Generosity Pay

Would you like to make a gift to your favorite charitable organization and receive not only a sizeable tax deduction...

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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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