Retirement Planning

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

In October, Medicare beneficiary David P. was shocked to see a charge of more than $1,000 on his credit card statement . . . ...

A retirement planning rule of thumb is that people should aim to replace 80 percent of their preretirement gross income . . . ...

A new rule is allowing investors to use annuities in retirement to help save on taxes. The IRS now gives Individual Retirement Account (IRA) owners the ability to invest in annuities inside their retirement accounts without worrying about minimum distributions.

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. . .

Inheriting an IRA may seem like a good thing, but there can be tax consequences if you aren't careful.

The conventional wisdom is that you should always pay off your debts, but that may not always make the most financial sense for seniors.

The new federal agency that protects the financial interests of the nation’s consumers is urging tougher regulation of the professional designations that financial advisors use to market their services to seniors.