Retirement Planning

Two elder law attorneys have written a lively and entertaining book full of advice to baby boomers on how to put their own affairs in order as well as help their parents as they age.

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

For those wishing to make charitable donations from their IRA accounts, dealing with the resulting tax issues just got a lot easier.

New rules have been put in place to protect seniors with brokerage accounts from financial scams that could drain the accounts before anyone notices.

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

A booklet offers survivors a roadmap to the many financial and legal obligations that follow the death of a loved one.

More than 100 financial planning calculators are now available at the American Savings Education Council's Web site. The calculators can help with a wide array of financial planning issues, including retirement planning, credit, home mortgages, and budgeting.

New rules from the IRS have greatly simplified the process of making minimum distributions from retirement accounts like IRAs.

A new article suggests that retirement portfolios generally last longer if the assets are invested mostly in stocks. 'Making Retirement Income Last a Lifetime,' Journal of Financial Planning, December 2001. More . . .