Latest articles by Rachel L. Sheedy
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A Retiree’s Guide to Key Dates in 2020
Budgeting Now is the time to assess your financial situation, look ahead and mark your calendar.
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Retirees, Cover Your Trip and Your Health, Too
Travel Travel insurance may protect you if have to cancel or interrupt a trip, or if you get sick while on the road.
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Medicare Part B Premiums Climb for 2020
Medicare High-income retirees will experience the biggest changes.
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Proposed RMD Rules Would Trim Mandated Distributions for Retirees
required minimum distributions (RMDs) Ways to get your voice heard on possible new life expectancy tables that would affect your money.
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End-of-Year Moves to Trim Your 2019 Tax Tab
tax deductions It's time to look for last-minute moves that can shrink your 2019 tax bill. But the end of the year is coming fast, so don't procrastinate.
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Secure Act Threatens 'Stretch' IRA Rules That Benefit Heirs
retirement Some retirees are concerned about a provision that could require heirs to empty inherited retirement accounts within 10 years and pay a lot more in taxes.
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IRA Aggregation Rule: When Many IRAs Become One
IRAs Manage withdrawals from multiple retirement accounts carefully to avoid surprises (and penalties).
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Protecting Retirement Accounts from Creditors
IRAs Degrees of legal protection differ for 401(k)s and IRAs.
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Heirs Can Use NUA Tax Break for Inherited 401(k)s
retirement This tax-saving move will result in more money in your pocket if you inherit employer stock.
