Retirement

Even Experts Don’t Always Get It Right: My Relocation Journey

I've been the host of The Retirement Answer Man podcast for over ten years now. I try not to overshare my life on the show

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Even Experts Don’t Always Get It Right: My Relocation Journey

I've been the host of The Retirement Answer Man podcast for over ten years now. I try not to overshare

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Surprising Finding: Tooth Loss Associated With Increased Dementia Risk

The dentist is always telling you, and your aging loved ones to brush and floss. Get those regular dental checkups.

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Supreme Court Ruling In Loper Bright Changes Estate Planning

Fe deral Agency Regulations on Ambiguous Laws No Longer Get Deference A recent Supreme Court case will change the dynamic

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4 Signs That You May Need A Financial Advisor In Retirement

Families typically reach out to financial advisors when they experience a major financial milestone. This often coincides with significant life

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Can Community And EMS Partnerships Prevent Falls From Becoming The Next Big Epidemic?

Falls are now the leading cause of injury and death among older adults (65+) in the U.S. They are the

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3 Fun Beachside Cities Ideal For Expat Life

Retiring by the beach is a popular dream of many, but while escaping the 9-to-5 grind on a deserted island

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IRS Finalizes Guidance On Treatment Of Inherited IRAs

The IRS has issued more guidance on the required minimum distribution (RMD) rules—this time in the form of final regulations.

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Final RMD Regulations Released Today; 10-Year Rule Clarified

Today, July 19, 2024, the IRS and Treasury Department released long-awaited final regulations on Required Minimum Distributions. RMDs are mandated

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Expats Rank The Best Places To Live In The World

According to reports, interest in moving abroad spiked after the recent presidential debate. So what are the best places to

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Can You Convert An Inherited IRA To A Roth IRA?

If you've ever inherited a retirement account, you've probably wondered how to use the funds best. Your new account can

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2024 Medicare Open Enrollment Offers Chance To Stay Ahead Of Costly Changes

It’s that time of year when a storm developing in the Caribbean has the potential to become a hurricane. That’s

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6 Ways To Get More Tax-Free Income In Retirement

I've never met anyone who loves paying more taxes on their retirement income. Building a retirement income you won't outlive

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Stop Asking The Wrong Money Questions

I woke up this morning to a financial “headline” that, while not uncommon, grated on me even more today. It’s

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6 Questions Married Women Should Answer About Retirement Income

Married women face a special retirement planning challenge that’s best addressed when they and their spouse transition into retirement. Here’s

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The Reasons President Biden Might Resist Retirement

Retirement decisions are always complex and rarely easy. As a veteran retirement researcher who has written books on the subject,

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The 2024 Republican Platform’s Empty Promises To Older Adults

The Republican party platform, orchestrated by former President Trump, is filled with promises for those it calls “our Great Seniors.”

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Millennials Are Having Fewer Babies. What Does This Mean For Retirement?

Fertility rates are declining worldwide. Yes, there are nations where there are still far more children than the replacement rate

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Do You Live In A State That Won’t Be Taxing Your Retirement Income?

It probably isn’t surprising to you that taxes can be one of your biggest expenses while in retirement. Of course,

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