Probably the biggest concern facing retirees is that they will run out of money. After all, there are so many variables that ...

With clear goals, focused saving, and smart strategies, freelancers can take control of their retirement planning and build a ...

President Donald Trump signed into law the new tax bill, which includes the Trump accounts for newborns born over the next ...

Some heirs are considered "eligible designated beneficiaries," and the 10-year rule does not apply to them. These include ...

I'm 84 and widowed. My daughter is the beneficiary of my IRA and the successor trustee for my revocable living trust. She's in a shaky marriage that could soon end in divorce. How can I prevent her ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in ...

My S&P 500 investments have roughly doubled every seven years' When I leave my job, would I be better off taking a $61,000 lump sum to roll over into an existing IRA or, instead, take $355 a month for ...

Roth IRAs are tax-free. Traditional IRAs are tax-deferred. Understanding the ramifications of tax-free versus tax-deferred in ...

Living trusts generally allow a smoother, more organized settlement of the estate than other probate-avoidance options.

Coasting until retirement is a reasonable compromise for people who are burned out at work and feel they need a break. It's a ...

If you’re a do-it-yourself investor aiming to build a “no babysitter required” portfolio, here are the key steps to take.

You’ll build resources for your retirement. You might sell your business one day, but can you count on that to fund your ...