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

If you have an individual retirement account (IRA), now is the time to make sure you have been complying with tax rules. . .

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.

A new law makes the purchase of products that combine annuities or insurance policies with long-term care insurance more attractive. . .

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...

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