Retirement Planning

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 . . .

The Internal Revenue Service (IRS) has issued final regulations that greatly simplify the calculations for making minimum distributions from retirement plans like IRAs. More . . .

A federal district judge has ruled that the Bush administration violated federal law by failing to send comparative information on the available Medicare health plans to each beneficiary last year. More . . .

A California appeals court has upheld a $2.5 million penalty against a life insurer that used deceptive sales practices to convince older Americans to purchase annuities. More . . .

Bookstore shelves are bursting with titles to help the elderly and their families cope with the legal decisions that confront them. ElderLawAnswers.com reviews three of the best reference works we've found so far.

For those thinking of joining the growing ranks of professional geriatric caregivers, the Handbook of Geriatric Care Management is probably a 'must have' volume.

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

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.

Bank of America has agreed to offer refunds to thousands of elderly investors who bought variable annuities. The ba...