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.

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.

There are two main types of employee retirement savings plans: the traditional 401(k) and the Roth 401(k). Distributions from a Roth 401(k) are usually tax-free, but there is a little-known situation where distributions can be taxed.

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.

The new federal agency that protects the financial interests of the nation’s consumers is urging tougher regulation of the professional designations that financial advisors use to market their services to seniors.