When planning for retirement, investors shouldn’t ignore annuities. The key is finding the annuities that are right for you, from low-cost and credible providers. Read More

President Trump and Congress are playing games with the tax code, but don’t get nervous. You can protect your retirement income from the IRS with these time-honored steps. Read More

If the market tanks and you’re close to retirement, your portfolio has less time to recover. Here’s the general approach to take now, as well as three stock picks that offer growth, income and safety.   Read More

Too many people leave money on the table when managing their IRAs. That’s a shame, since IRAs are among the most valuable assets most people own. Resolve this year to review the IRA strategies discussed here and adopt those that will improve the management and after-tax value of your IRA. Read More

Rules of thumb about Roth IRAs are being distorted and misapplied, causing many people not to use Roth IRAs when the vehicles could benefit them and their heirs. Read More

Two important announcements about IRAs were made this summer. You might need to consider these new rules in your IRA planning. Read More

With what you know about 401k plans, consider working to  improve your company’s plan for the benefit of others. Read More

You can avoid the 10% early withdrawal penalty via a little-known strategy referred to as “Substantially Equal Periodic Payments.” Read More

Choosing any kind of annuity isn’t easy, and such deferred annuities often come with literally dozens of pages of fine print. Read More

Higher-earning Americans take more concrete steps, such as investing in stocks and annuities for a steady income stream in retirement. Read More