A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression

Do you want a simple retirement plan you can implement easily as an independent contractor or small business owner? A SIMPLE IRA plan gives

Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by federal law is no casual decision.

Ever hear of an SDBA? That acronym stands for self-directed brokerage account. If you are enrolled in a 401(k), 403(b), or 457 plan, you mig

Key Medicare enrollment periods are approaching for 2017-2018. This fall and winter, there are three periods in which Medicare beneficiaries

Are you one of those baby boomers (or Gen Xers) who believes he or she can work past 65? Some pre-retirees are basing their entire retiremen

Financially, Generation Y is often criticized for being risk averse & unaware. Is this truth, or is it fiction? In some instances, pure

Retirement planning is about the pursuit of a happy outcome – a fun and emotionally rewarding “second act” that spouses and partners can sha

TransUnion recently surveyed baby boomers and discovered that nearly half thought their credit scores would become less important after they

You know how much retirement money you have. Other factors aren’t as foreseeable. You don’t know exactly how long you will live, so you can’

Putting away a percentage of one’s income, money that could be used for any number of bills or luxuries, is a sacrifice made in the present

Aim to spend your retirement money in a way that you will not regret. Recognize these potential traps, strive to steer clear of them, and co

Insurance matters more in retirement planning than you may think. It is seldom “top of mind” in retirement planning conversations, but the r

If you withdraw money out of a workplace retirement plan in your fifties, will you be penalized for it? In most cases, the answer is yes. Di

Saving for retirement takes decades and demands the investment of significant amounts of your income. As this major effort unfolds, you shou

Many qualified retirement plan owners may not be aware that after their death, the primary beneficiary -- usually the surviving spouse -- ma

Charitably minded and holding significant assets in an IRA? Consider making a QCD an annual ritual.

Recent low rates of interest have affected two important factors used to value wealth transfers involving trusts -- the applicable federal r

Many participants in employer-sponsored retirement savings plans have the option to convert their plan assets into a guaranteed annuity when

Here are the facts. Generally speaking, women earn less than men, live longer than men, and often take time out of the workforce to have chi