Browsing: Retirement

Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a host of little-known rules that are traps…

Despite his vow to close the U.S. borders to nearly all immigrants and deport millions of others, President-elect Donald Trump says he’ll continue special H-1B work…

In workshops, I like to ask participants if they have a legal will—a written document that outlines how they want to distribute their financial assets. And…

A decade ago, I couldn’t spell septuagenarian, and yet now, at 72, I am one. A decade ago, I thought I would retire in my 60s.…

Is 10 million enough to retire? The crux of retirement planning is figuring out what level of income your assets can safely support over your retirement…

As I perused the ubiquitous “Best Books of the Year” lists from thought leaders whose reading prowess I respect, one book I hadn’t read kept popping…

How much should you withdraw from your retirement savings in 2025 to help pay for your living expenses throughout the year? There are many reasonable answers…

Last year, Southwest Airlines pilots approved a new contract under which pilots earned a substantial pay increase: a 50% salary increase over the life of the…

The annual Open Enrollment Period ended December 7 and on January 1, another one began. First, the Basics The Medicare Advantage Open Enrollment Period runs from…

Later this year, Rep. Tom Suozzi (D-NY) will reintroduce his public catastrophic long-term care insurance bill, called the WISH Act. Suozzi is doing all the right…