Retirement Planning

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

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

The highest court in Massachusetts has ruled that in determining a Medicaid applicant's eligibility for benefits, Medicaid officials cannot count the principal of a trust created by the applicant after she waived her right to any of the principal in...