Retirement Planning

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

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

Passing on money to the next generation is not as straightforward as it might seem. A father-and-son legal team has written a how-to guide to identifying and resolving the many inheritance problems that can arise.

If you have more than one Vanguard IRA account, beware that you may need to change the beneficiary designation on one or more of your accounts. ...

We are all living longer, so how do we make our money last and get the most out of our extended old age? That is the question posed by Adriane Berg, elder law attorney and radio host, in this...

In a unanimous decision, the Supreme Court on Tuesday ruled that employees can sue their employers to recover loses from the mismanagement of a ...

An article in the Wall Street Journal in 2002 described a training session at "Annuity University," which bil...

Are you having difficulty getting the pension or 401(k) plan funds you worked years to earn? Five pension counseling projects, funded through t...

As second marriages become more and more common, beneficiary designations become more complicated. If you are remarried, choosing a beneficiary ...