Money Magazine says that the generation gap has a new frontier: IRAs. The article, “Why Older Americans Should Get Hip to the Roth IRA,”...

One couple who wanted to live in a community for people 55 and older in an area they had always admired used a reverse mortgage to...

As you get older, you, your older relatives or both may need to address questions about how to leave assets to others when you pass away....

When we’re all trying to save more money for retirement, the options can be confusing. For instance, is it better to put money in a Roth...

If you plan to retire in the next 20 years, you need to start looking at your options and plan to make more informed decisions about your...

Baby boomers are heading toward retirement, and some are already there, as the oldest members of the generation turn 70 this year. This...

Unexpected circumstances can happen, so don’t put off writing your will. This is a big job. Here are some of the important steps to take...

Nerd Wallet, in “Avoid This Estate Planning Mistake,” reminds us that many assets have their own beneficiary designations, including...

Kiplinger’s recent article, “Rolling over Retirement Savings to a Health Savings Account,” advises that you can make a tax-free rollover...

A recent article on gobankingrates.com, “15 Mistakes Even Smart People Make in Retirement,” spells out common mistakes people make in...

When do you want to pay taxes? True, no one really wants to pay taxes; however, when you are saving for retirement, you get to make a...

The Business Journal reports in “Taxes done? Not so fast… Here are 3 things to think about” that there are several things to think about...

IRAs and see-through trust status. How the trust will get taxed as an IRA beneficiary is the big issue in the set-up. Usually, trusts...

Every state has intestacy laws that govern whom among a deceased’s relatives will receive the property and assets when there’s no will or...

One-third of U.S. households own at least one type of IRA, so chances are that you might inherit one in the future. If that happens,...

Financial regrets—we’ve all had some. But in “8 Financial Decisions You’ll Regret Forever” Kiplinger asked financial planners and...

Take a look at Kiplinger’s “12 Ways to Go Broke in Retirement” and learn how to avoid them. Relying on a single source of income....

CNN Money’s article, “The retirement crisis facing Hispanics,” reports that part of the reason for this is that many Hispanics—especially...

What should you change? Forbes says, in two words, almost everything. In “5 Things You Need To Do After Getting A Divorce,” Forbes says...

Why recharacterize? The top reason people do this is because the account has declined in value. A recharacterization cancels out the...