QCDs: A Win/Win for Charities and Their Donors
This quirk in the tax code creates benefits for you and your favorite charity.
Teachers Get Short Shrift With Their Retirement Plans
Retirement plans for teachers, known as 403(b) plans, are a bum deal. Here's how you can fight back.
The SECURE Act: Bringing Major Changes to Your Retirement Plans
What’s My Social Security Benefit?
Millions of Americans have yet to register with Social Security to get an updated view of their benefits.
Do You Know the Rules for Inherited IRAs?
Why it Pays to Hold off Collecting Social Security, Despite the Programs Problems
It's time to plan now for major changes ahead in Social Security.
It’s time to Put These Retirement Myths to Bed
A Little-Known Investment Option that Can Save a Bundle on Taxes
Aging in Place: Reverse Mortgages Could Hold the Key
Reverse mortgages are no longer a "last act" financial choice and can be a savvy tool in portfolio planning.
Nearing Retirement? These are Some Items You’ll Need to Cover
Don't postpone your retirement planning. By starting to make key choices while you're still working, your assets are much more likely to last through your lifetime.
Re-Visiting the 4% Rule
Various economic factors will lead you to constantly monitor how much you can spend in retirement.