The IRA is a great retirement savings vehicle; money grows on a tax-deferred basis and that’s a good thing. Eventually, though, you have to...
There is a little-known rule connected to Roth IRAs that can benefit the surviving spouse of a deceased military member. It allows for a...
“What in the world does that mean?” I can’t tell you how many times I’ve been asked that question during more than 30 years...
It’s called the survivor trap or widow’s penalty. It’s a financial monster that eats away retirement income after one spouse dies, often leaving the...
The federal government has been sending Social Security checks to retirees for more than 88 years. You’d think that after almost a century of...
That headline may not be shocking to you. Government agencies are not known for having the most outstanding customer service. It brings up reminders...
In the world of retirement savings, it’s easy to get confused because there are so many types of plans, many identified with weird names...
Since it was introduced in the early 1980’s, the employer-sponsored 401(k) plan has become one of the most common ways to save for retirement....
It’s the end of an era, at least for Baby Boomers. Some have already retired; many more can see the finish line of their...
A really long time ago… in a galaxy far, far away… I worked for a building contractor. That experience taught me that every successful...