Retirement Planning

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...

Many people periodically update their wills or other estate plans, but don't update who will receive distributions from their retirement plans.

A prominent personal finance expert helps you find your magic number: how much you need in order to retire.

An accountant explains how taxes and penalties could consume up to 90 percent of a retirement account, and offers five easy steps to prevent this from happening.

The bestselling author of Reviving Ophelia employs her considerable psychological skills to help Baby Boomers understand the values and language of those who grew up in the Twenties and Thirties.

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 . . .