50 Best Places to Retire in the U.S. 2018

Some states are better than others when it comes to how they rank as retirement destinations, based on critical financial factors. But where you ultimately choose to retire doesn't...

What to Do With a 529 Plan When a Child Doesn’t...

I contributed to a 529 plan for my young son, who a few years later was diagnosed with autism and now may not attend college. Can I use the...

Judge: 401(k) lawsuit can proceed

A federal judge plans to allow portions of an ERISA class-action lawsuit to proceed to trial against BB&T Corp. and managers of its 401(k) plan. Judge Catherine Eagles, of the...

Merrill Lynch Reconsiders Commissions for Retirement Accounts in Wake of Fiduciary...

In wake of the U.S. courts axing the Department of Labor’s retirement savings rule, Merrill Lynch told its field of more than 14,000 financial advisors on Friday that the...

Silver State will turn gray over the next decade

It's been happening for years now. The population is getting old. The first wave of Baby Boomers began turning 65 in 2011 and they've been aging ever since. Groups...

Be Roth Smart: An Investment Guide to Roth IRAs

Twenty years ago, a mind-blowing paradigm shift hit the American investment scene: retirement accounts with essentially no tax. This innovation was called the Roth IRA. Roth IRAs were created to...

Kentucky judge strikes down new pension overhaul law

LOUISVILLE, Ky. (AP) — A Kentucky judge on Wednesday struck down a new public pension overhaul law that angered thousands of teachers who marched on the state Capitol and...

“I’m proud of the benefits that the Tax Cuts and Jobs...

WASHINGTON - U.S. Sen. John Thune (R-S.D.), a member of the tax-writing Senate Finance Committee, today discussed how American families, six months after the Tax Cuts and Jobs Act...

Medicare should be part of your retirement planning

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options and their costs and limitations. Certain features of Medicare can affect health...

How Much Cash Should Retirees Hold?

Retirees tread a tricky line: Keep enough cash in their pockets to cover the unexpected but not so much that inflation nibbles away at their nest egg. However, in...

3 money tasks you shouldn’t tackle on your own

No one cares as much about your money as you do, but never asking for help can be dangerous — and expensive. In a previous column , I detailed the...

Beware of hidden taxes when you retire

Your taxes in retirement may be a lot more complicated than taxes while you're working. Social Security checks may or may not be taxed, depending on your income. You'll pay...
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