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.

President Obama has proposed new rules to require financial advisers to act in the best interests of their clients. ...

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

Do you want to use your IRA to help a charity, but also benefit your heirs? Instead of leaving your IRA directly to your children, you can leave it to a charitable remainder unitrust (CRUT) while still benefiting your children.

As long-term care insurance premiums keep rising and fewer companies are offering policies, seniors are looking for other ways to help pay for long-term care. Annuity "nursing home doublers" have emerged as a new long-term care option.

The Department of Labor has issued new rules intended to prevent financial advisors from steering their clients to bad investments by requiring advisers to act in the best interests of their clients.

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.

Seniors with pricier homes now have an increased ability to get a jumbo reverse mortgage in order to raise cash for retirement. As the housing market has improved, jumbo reverse mortgages are becoming more popular even though they carry some...

Passing down a Roth IRA can seem like a good idea, but it doesn't always make the most sense. Before converting a traditional IRA into a Roth IRA to benefit your heirs, you should consider the tax consequences.