Retirement Planning

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.

Figuring out how much to save for retirement and when you can safely stop working can be difficult. A growing number of online retirement calculators, many of them free, are available to help.

A U.S. court has struck down a rule intended to prevent financial advisers from steering their clients to bad retirement investments, but there is a new proposal to address the same problem.

The oldest of the 75 million baby boomers have begun turning 70 in 2016. If you are among them, the IRS will likely be expecting you to start cashing out your tax-advantaged retirement savings that you may have spent decades building...

The number of older Americans with student loan debt – either theirs or someone else’s -- is growing. Sadly, learning how to deal with this debt is now a fact of life for many seniors heading into retirement.

Donor-advised funds are a growing trend in giving that may get more popular due to the new tax law.