Retirement Planning

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

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 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...