Raise Your Hand If You Know How Much You'll Need in Taxes
Not so fast!

Question: Are retirement monies protected from lawsuits?

Converting an IRA Annuity to a Roth?
Watch out for unintended consequences

Roth Conversion Funds Untouchable for 5 Years
Unless you want to pay a 10% penalty

The Life That Got Away
Learn What Affluent Retirees Wish They Had Done Differently

How real is the threat to government pensions?
Controversial call on The Ric Edelman Show highlights debate over the future of public pensions

Question: Is there ever a good time to roll a 401(k) into an IRA while you're still with a company, or is that even possible?

Part II in Series: Surviving the Sandwich Generation When Siblings Can't or Won't Help

The Sandwich Generation

Question: Regarding Roth IRA conversions, what is there to prevent the government years from now taking these Roth IRAs and changing rules and making them taxable or making them subject to the AMT?

Question: I'm getting ready to retire in a month and I want to know if I should convert everything...

A Graduation Story

Relax. The Government is Not Going to Seize Your 401(k)
An inside look at the evolution of an utterly ridiculous rumor

Who Should You Designate as Your IRA Beneficiaries
Do you want to withdraw money from your IRA? Find out how to minimize your taxes and let your IRA last as long as possible -- even for generations

Are You Coming Up Short for Retirement?
Here are a few strategies that, if taken seriously, might help you attain the retirement lifestyle you're looking to achieve.

Top Ten Things to Do Before Retiring
Here's what to do now if retirement is on your horizon.

Will You Have to Work During Retirement?

Paying for College and Homes vs. Retirement
Once upon a time, Americans built their own homes - all it took was an ax, a saw, hard labor, and help from family and friends...

How to Withdraw Money from Your Company Retirement Plan Without Paying the 10% Penalty
Not everyone is subject to a 10% early withdrawal penalty. The IRS has 10 exceptions to that rule

Memo to Congress: Make this Change to 401(k) Accounts NOW!
This change to 401(k), 403(b), 457 plans and IRAs would most likely benefit workers more than any other proposal - but no one is talking about it.

New 401(k) Investment Choice Causes Common Mistake by Workers
If you've opted for this investment choice in your 401(k), you may be making a big mistake. I'm talking about something called a lifestyle fund. Here's the deal...