Retirement
Inherited IRA Rules That Can Surprise And Trap Heirs
Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a host of little-known rules that are…
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Where Should Financial Literacy Be Taught—Home Or School?
The answer is YES. Both. Here’s why. Hannah Le turns 18 this week. She’s a senior in high school choosing…
What Will Happen If The Social Security Trust Funds Run Out?
You might be understandably worried by scary headlines that project the Social Security Trust Funds will be exhausted in the…
A Quick And Strong Jobs Recovery Is Especially Good For Younger Workers
There is no doubt that the economy is now stronger than it was four years ago. But, are people better…
How A Handful Of Drugs Is Squeezing Medicare
Medicare expects it will spend more $550 million this year for the controversial anti-Alzheimer’s drug Leqembi and predicts the cost…
The Most Important Retirement Decision For Pre-Retirees
As you move closer to retirement, you’ll want to begin planning for your life in retirement, given the financial resources…
Your Most Powerful Retirement Planning Tool
My buddy Phil is a former nuclear submariner. He recently interviewed a special forces operator and asked him to identify…
A Little Extra Planning Can Avoid ‘Heir Wars’
The legacy of late California Senator Dianne Feinstein was tarnished by a series of lawsuits filed before her death. The…
Here’s Why You Should Continue Investing After Retirement
As yields have risen from their historic lows, many retirees ask me if they should put all their savings in…
How To Best Manage Your Money In Retirement
If you don’t want to outlive your money in retirement, then you’ll need a plan to make your money last…
How Higher Interest Rates Change Tax And Estate Planning Strategies
Many people know how Federal Reserve policies influence the economy and investment markets, but they don’t realize how interest rate…
Americans Are Worried About Retirement Savings, And They Should Be
This week is America Saves Week, a time to focus on actions Americans can take to successfully save. When it…
Liz Elting Shares The Benefits Of Being A Late-Blooming Entrepreneur
By Erin Flynn Jay, Next Avenue Liz Elting was a 26-year-old graduate student in 1992 when she cofounded a business…
Larry Fink’s Question Of When Retirement Begins Is A System Challenge
BlackRock BLK CEO Larry Fink issued his Annual Chairman’s Letter to Investors. Always a much-anticipated document, this year's letter is…
The Growing Appeal Of Semi-Retirement
Semi-retirement goes by many different names: partial or phased retirement, second career, and so on. But typically, these terms mean…
This Week In Retirement Planning: Social Security, Index Funds, And Bonds
For the past four years, I've sent out a free, comprehensive retirement newsletter every Sunday. This labor of love includes…
Taking Social Security At Age 62 Made A Big Difference For This Couple
By Edd and Cynthia Staton, Next Avenue As retirement approaches, you must face the question, "What is the best age…
Have You Saved Enough Money For Retirement?
Suppose you’ve saved for a few decades in your 401(k) plan and IRA and you’re approaching retirement. How do you…
Nightmare: Mentally Ill Family Member Terrorizing Aging Parents
Many of us in families with aging loved ones have had brushes with a mentally ill family member. As our…