Retirement Planning

You may know that there are several good reasons to consider converting your traditional IRA to a Roth IRA from both a tax-planning and an estate-planning standpoint. But when is…

If you’ve saved enough for a secure retirement, congratulations! But accumulating sufficient assets is just part of the story when it comes to setting yourself up for a comfortable retirement.…

Medicare’s open enrollment period is underway, allowing recipients to make changes for 2025. If you want to switch from original Medicare to Medicare Advantage, or vice versa, now is your…

With the end of the year approaching, it's time to make sure you’ve taken, or have a plan to take, required minimum distributions (RMDs) from your retirement accounts. As a…

Young, college-educated professionals often face a financial dilemma: They’d like to contribute as much as possible to their employer-sponsored retirement plans, but student loan repayment obligations may make it difficult…

What’s the best way to maximize your Social Security benefit? While the answer may vary based on your needs, life expectancy and other factors, waiting until age 70 will result…

Retirement savings are usually built slowly and patiently. But retiring at the wrong time can deplete portfolios far faster than expected, thanks to a little-discussed hazard called sequence of returns…

At first, the idea of setting up a retirement account for a child might sound odd—retirement is a good half-century down the road, after all. But a Roth individual retirement…

While Medicare provides essential health insurance for Americans ages 65 and older, it doesn’t cover every medical expense, which is why you will need to add supplement insurance. Medicare Overview…

America is graying: Within 10 years, those ages 65 and older are projected to outnumber those under 18, according to the U.S. Census Bureau.1 Choosing where we’d like to live or…