Retirement
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Want to Move to France? What to Consider Financially
Before you start packing, you might want to check out the potential impacts on your taxes, investments, retirement planning and estate planning.
By Alex Ingrim, Chartered MCSI Published
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States That Won't Tax Your Death
Estate Taxes How much will your children —or other heirs — pay when you die? That depends on whether you live in a state with no death tax.
By Katelyn Washington Last updated
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Five Reasons to Take Social Security Early (and Four Reasons to Wait)
There are sound reasons to take Social Security early. While many experts say it's best to wait until full retirement age to claim benefits, here are some reasons to start early.
By Kathryn Pomroy Last updated
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Can I Stop Social Security and Restart it Later? Get a Do-Over
Get a Social Security do-over. Learn how to stop and restart Social Security.
By Jacob Wolinsky Last updated
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10 Things To Know For Medicare Open Enrollment
Here are 10 key things to know for Medicare open enrollment. Plan ahead before enrollment season begins in October.
By Elaine Silvestrini Last updated
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This Trust Can Protect Your Assets From Long-Term Care Costs
A Medicaid asset protection trust can help ensure your protected assets go to your beneficiaries rather than your long-term care, but it has to be set up properly.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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HSAs Can Reimburse You for Medicare Premiums Paid
Medicare Even if your Medicare premiums are automatically deducted from your Social Security check, you can take tax-free withdrawals from an HSA to reimburse yourself.
By Kimberly Lankford Last updated
Medicare -
What's My Social Security Full Retirement Age?
Social Security The year you were born determines when you become eligible for your Social Security full retirement age benefit. Use our calculator to determine your full retirement age.
By Jackie Stewart Last updated
Social Security -
Four Steps to Secure Your Retirement Income
Instead of relying on selling stock to fund your retirement, consider these actions to safeguard your retirement income.
By Cosmo P. DeStefano Published