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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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Getting Medicare While Traveling or Living Overseas

Many retirees look forward to traveling in their retirement, and more and more are actually retiring overseas ...

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When Getting Financial Advice, Don't Be Fooled by Impressive-Sounding Credentials

A "certified senior advisor" may sound like a trustworthy person to provide investment advice to the elderly, but beware.

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ElderLaw 101

Gifts to Grandchildren: 529 Accounts

This type of account, named for Section 529 of the Internal Revenue Code, enables you to reduce your taxable estate while earmarking funds for the higher education of a grandchild (or any other family member). 

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The U.S. Supreme Court Rules Gay Spouse Is Entitled to Estate Tax Refund

The U.S. Supreme Court has ruled that a key provision of the Defense of Marriage Act (DOMA) is unconstitutional, clearing the way for the surviving spouse of a lesbian couple to receive a refund of the taxes she was forced to pay because the federal government did not consider her married to her spouse

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Owe Back Taxes? The IRS May Grant You Uncollectible Status

Sometimes seniors find themselves owing past-due federal taxes they cannot afford to pay.  Although notices from the IRS can be especially frightening, there are solutions. 

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Second Marriages and Life Insurance

As second marriages become more and more common, beneficiary designations become more complicated.

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Financial Industry Regulator Issues Warning on Senior Designations

The brokerage industry's largest regulator has issued a warning about financial advisors' use of titles that sound impressive but ...

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