retirement

A third of applicants are rejected from buying long-term care insurance. Here are some smart alternatives.

If a charity holds a special place in your heart, here are three practical ways you can support it through your estate plan.

Beneficiaries can get up to eight tests a month through both original Medicare and Advantage plans.

You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations. Here's how to help avoid the five most common …

Bonds, bond funds, immediate and variable annuities may not be the best vehicles for generating retirement income. Instead, consider this alternative.

Each of these high-quality dividend stocks boast attractive yields, and you can expect them to grow their payouts even more. That's a powerful 1-2 com…

Many retirees pull money from the wrong accounts and in the wrong sequence to generate income. To maximize your savings, especially if you’re younger …

There's a 70% chance you'll need some type of long-term care. Getting the right insurance is more complex these days. Here's some guidance.

We’ve got four years left until tax rates are set to revert to higher levels, so workers may want to shift their thinking away from 401(k)s and tradit…

You probably know you’ll get bigger payments if you stick with your job and wait to claim. But there’s more to it.

The time to plan for your health care in retirement is years before you actually retire.

You’ve had a countdown clock running in your head for years, but unless you’ve planned for these five realities, you may not be ready to retire.

The fear of running out of money in retirement is understandable. When you have a well-thought-out retirement income plan, you can quit worrying.

You'll need a clear-eyed analysis to gauge the value of short-term care insurance plans and if they're right for you.

How much is too much to leave your children? You may be surprised.

Affordable small towns might not be for everyone, but their charms put them among the best places to live for plenty of folks.

A key to smart retirement saving: spreading your portfolio across a few of the best mutual funds in your 401(k) plan. Here are the 29 top options avai…

More plans are offering annuities that could provide income in retirement. Here’s what you need to know.

It's the key to being able to enjoy life now AND in the future. It's also the basis for a successful retirement plan, and it all starts with setting y…

When it comes to retirement planning, educating yourself can keep you from making big mistakes. Here are three key lessons that everyone preparing for…

The math isn’t as tough as you might think. It all starts with dividing your assets into three different buckets.

If you’re retired or near retirement, maybe a smarter plan for retirement income will allow you to stay put. Yes, your state income tax rate may be hi…

Workers saving for retirement have a reason to rejoice over the 401(k) contribution limits for 2022.

These valuables and documents, along with some items you hold dear, should be stored securely at your bank.

Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.

Investors who are hurting right now as the stock market takes a hit may want to console themselves with a possible tax bargain created by a Roth conve…