Retirement Planning

After initially delaying a rule intended to prevent financial advisers from steering their clients to bad retirement investments, the Department of Labor announced that the rule will go into effect on June 9, but its future is still unclear.

Sometimes seniors find themselves owing past-due federal taxes they cannot afford to pay.  Although notices from the IRS can be especially frightening, there are solutions. ...

Unauthorized withdrawals from IRA funds before the age of 59½ are typically subject to taxes and penalties, but it's possible to indirectly use money from your IRA to fund long-term care insurance coverage.  Here are two options.

The Trump administration is ending an Obama program that was designed to be a starter retirement savings account for low- and middle-income workers.

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

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. ...

The conventional wisdom is that you should always pay off your debts, but that may not always make the most financial sense for seniors.

Both Sens. Barack Obama and John McCain have responded to retirees' and near-retirees' deep concern about the plunging value of their retirement accounts by...

A new book gives Baby Boomers the first examination of retirement issues in the new post-crash economy . . .