Seniors

  1. Is Retirement Good For You Or Bad For You?

    Is Retirement Good For You Or Bad For You?

    A neighbor wakes up before 6 a.m. each morning, gets dressed, skulks outside and ...
  2. Can I Afford To Go Vegan Like Bill Clinton?

    Can I Afford To Go Vegan Like Bill Clinton?

    Former U.S. Bill Clinton surprised many a few years ago when he announced his decision ...
  3. Raising Grandchildren A Financial Feat

    Raising Grandchildren A Financial Feat

    Becoming a full-time caregiver again presents many challenges - including making ...
  4. LTC Annuities: 2 Safety Nets In 1

    LTC Annuities: 2 Safety Nets In 1

    Pairing insurance and an annuity sounds good, but do you really need this much coverage? ...
  5. Delaying Social Security Can Add Up

    Delaying Social Security Can Add Up

    The age you start collecting Social Security benefits significantly affects how much ...
  6. Don't Forget To Take Minimum Distributions

    Don't Forget To Take Minimum Distributions

    Take the right required minimum distributions from IRAs, 401(k)s and the like, starting ...
  1. Can I roll a Traditional IRA into a 529 college account for my grandchild?

    A 529 plan, also known as a "qualified tuition program", is an investment vehicle that allows individuals to save for education ...
  2. What is long-term care?

    Long-term care refers to a collection of services that are intended to meet the medical and non-medical needs of disabled ...
  3. I am over 60 years old and have a Roth IRA to which I have made contributions for ...

    Because you meet the five-year requirement (i.e. it has been five years since you first established and funded a Roth IRA) ...
  4. I'm an 80 year old making increasing required minimum distribution (RMD) tax payments. ...

    First, some background information: the tax treatment of a Roth IRA distribution depends on whether or not the distribution ...
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