Retirement Planning

Becoming a widow at any age is one of the most difficult crises any woman has to face. This book provides a guide to achieving emotional and financial well-being after the loss of a husband.

Annuities can be valuable retirement and longevity planning tools, but they are complex financial products that can be misused. ...

A federal court has ruled that banks can’t foreclose on surviving spouses of reverse mortgage holders when the spouses can’t pay off the mortgage. ...

In his 2014 State of the Union message, President Obama announced a new retirement savings program for people who do not currently have an employer-sponsored plan.

For many Medicaid applicants, individual retirement accounts (IRAs) are one of their biggest assets.

Retiring to another country can be a very attractive option.  Lower cost of living and health care expenses along with exotic locales and temperate climates persuade many seniors to retire outside of the United States.

A rule about how many IRA-to-IRA “rollovers” a taxpayer can make in a single years has changed and taxpayers should be aware of it to avoid unnecessary taxes and penalties.  ...

The terms 401(k) and individual retirement account (IRA) are bandied about quite a bit when discussing retirement planning, but what are the actual differences between the two?...

A new rule is allowing investors to use annuities in retirement to help save on taxes. The IRS now gives Individual Retirement Account (IRA) owners the ability to invest in annuities inside their retirement accounts without worrying about minimum distributions.