Making Your Money Last

The answer depends on how much income you report to the IRS.

International bonds can offer diversification benefits and attractive yields.

The taxman keeps working even after you stop. Be prepared.

For those enrolling in traditional Medicare, buying a supplemental insurance policy covers the substantial gaps left by deductibles and co-payments.

The requirement that individuals obtain health coverage or pay a penalty will be enforced for the first time.

Because federal tax law reaches deep into all aspects of our lives, it’s no surprise that the rules that affect us change as our lives change. This can ...

Sometimes you can get better service if you don’t use your health insurance -- and you can save money, too.

The Kiss frontman riffs on investing, saving and building a brand.

Online calculators can help you estimate your life expectancy and determine how much money you'll need to retire.

Follow our guide and your nest egg will last a lifetime.

We reviewed your questions—and our answers—to come up with the most timely financial advice of the past year.

Once, retirement meant collecting your last paycheck at 65, saying so long to your co-workers and closing the door for good on your working life. No ...

The change in tax-filing status from married to single can easily hike the tax tab of the surviving spouse.

Follow our road map to the best strategies for claiming your benefits and boosting your retirement paycheck.

Spouses can boost their benefits by coordinating the timing of their claims.

There are steps singles can take to boost their benefits.

A survivor benefit is worth up to 100% of a deceased spouse's benefit.

Uncle Sam may take a bite on up to 85% of your benefits.

Benefits lost in the short term are not gone forever.

Those who regret taking benefits early have a couple options to boost their payouts.

Voters will demand that Congress shore up the system.

Qualify for Social Security and a public pension? Take note of these two provisions that slash Social Security benefits by hundreds of dollars a month.

These five steps will help you pinpoint the facility that will best serve your loved one's needs.

Index funds' low fees take a smaller bite out of meager yields.

Seniors are a target for financial abuse, but you can take steps to help prevent you or a loved one from becoming a victim.

To adapt to new roles -- and schedules -- a couple must compromise.

Instead of stopping work cold turkey, more seniors are transitioning into retirement by switching to less-demanding jobs and more flexible work schedules.

Buy a new home in retirement without a mortgage payment.

These reliable dividend payers span the market.

Starting a nest egg is pretty simple. You set aside part of your paycheck in either an employer-sponsored retirement plan or a retirement account that ...

After-tax contributions from a company retirement plan can now be split off and moved directly to a Roth IRA.

Act now to reduce the amount you will owe Uncle Sam next tax season.

You have a three-month window to shop around for a better deal on individual health insurance.

Yieldcos, which operate wind, solar and other power-generation facilities, spin off most of their steady earnings to shareholders.

Small business owners can benefit big time. But it's a different story for longtime pension participants.

The presenter mentioned that he sells annuities. He encouraged us to make an appointment for a free one-on-one consultation.

When to get it, how much you need and ways to cut the cost.

If you set the account up wrong, Uncle Sam will be the big winner.

You may be able to score a better deal on your Part D prescription-drug plan or Advantage plan.

It pays to know how much you might pay in state and local taxes before you move.

Our comprehensive guide to taxes on retirement income, property and purchases, as well as special tax breaks for seniors, in every state.

States are all over the map when it comes to taxing retirement income.

Donors can make a charitable gift now but defer annuity payments to start years later.

You could be overestimating your retirement expenses and underestimating your income.

Do some research first and set a limit on what you're willing to pay.

Some retirees may benefit from investing part of their nest egg in a longevity annuity.

You could walk away with a check if your vehicle is worth more than the purchase price written into the lease.

A recent champ of the TV quiz show plans to play it safe with her winnings.

A retirement plan is not just about money. It is also about figuring out how you want to spend all your newfound free time.

Couples need to discuss their expectations for retirement—and figure out a compromise when those goals do not align.