Browsing: Retirement

Many estate owners are concerned about what will happen to the wealth in the next generation and the effects the inheritance will have on their heirs,…

Many American retirees are making significant mistakes with their traditional IRAs by planning to leave the accounts to their children or other heirs. Inheriting a traditional…

By Kelly K. James, Next Avenue During an interdepartmental Zoom meeting, a vice president asked for feedback about a video he’d produced, on a tight timeframe,…

By Elana Rabinowitz, Next Avenue “We call it pretirement,” a woman said while gushing about her new life in the affluent resort town of Saratoga Springs,…

Democratic presidential nominee Kamala Harris is working hard to win the support of older voters, but what would she do to address their many concerns if…

A smart use of any retirement savings you’ve set aside in Roth IRAs and/or Roth 401k accounts can help you reduce the income taxes you’ll pay…

The IRS has issued interim guidance for a new opportunity for taxpayers created under SECURE 2.0 that allows employers to make matching contributions to retirement plans…

It is not a rare thing that as wealthy aging parents decline, some relatives seem to come out of the woodwork. They may not have spoken…

Imagine this: You’re retired, lounging in your favorite chair, feet up, sipping something chilled as the sun sets. Your home is clean, everything is organized, the…

Elder fraud is exploding, while crypto and speedy money transfers are making it tougher to recover stolen funds. Here are tips for staying safe. By Kelly…