What are the tax implications of a Roth conversion if I receive Social Security?
admin Lots of folks are considering doing Roth conversions lately, as the tax climate (and the…
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Is your job-hopping helping or hurting your retirement?
This article is reprinted by permission from NerdWallet. The investing information provided on this page…
Read MoreThis Ecuadorean city in the Andes has perfect weather — and you can retire there for as little as $1,500 a month
Bill and Dean Keyes and Chase and Saralee Squires separately say they have found the…
Read MoreConfused about inherited IRA rules? Here’s what to know
Inherited IRAs are a gift to beneficiaries, but the rules surrounding distributions from these accounts…
Read MoreA higher dividend yield isn’t always better
When it comes to dividends, too much of a good thing is not wonderful. That’s…
Read MoreOpinion: Philanthropic giving: The secret for retirees to build a long-term financial dynasty
The “great wealth transfer”–wherein baby boomers have begun transferring a projected $70 trillion to future…
Read MoreHow can we provide for our disabled daughter in our estate plan?
Q.: Hi Dan, Can a trust and/or a special needs trust be the beneficiary of…
Read MoreNews and analysis for those planning for or living in retirement
From MarketWatch: Congress has the chance to pass meaningful retirement reform: The Secure Act in…
Read MoreHow one retired couple is finding adventure working and volunteering at home and around the world
After a particularly stressful workweek, Jane Tafel told her husband, Mark, “I just don’t want…
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Cold sores and shingles may be linked to Alzheimer’s, new research indicates
Could cold sores plus shingles lead to Alzheimer’s? New research from Tufts and Oxford universities…
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