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Federal law is pretty clear cut regarding what happens to company retirement plan assets if a married participant dies on the job. In that scenario,

“Some workers may be too old to contribute to a traditional IRA.” Kiplinger’s recent article, “Tax-Smart Ways to Save When You're Too Old for a

It seems pretty natural that people postpone planning their estates. After all, who wants to anticipate or dwell on his or her own demise? What’s

What if you are the owner of two blue chip stocks worth $100,000 and have owned these for more than 30 years, paying taxes on

It may be an unpleasant task to think about your own mortality, but the fact is, writing a will is one of the smartest financial

A new TD Ameritrade survey says that bumps and detours along the road to retirement are the norm, not the exception, with two-thirds of Americans

Adult children who become caregivers often pay a steep price. According to a 2011 MetLife study, women older than 50 who leave the workforce early

IRA holders have two ways to “stall” adult children or other heirs from doing an immediate cash-out of the IRA when the surviving spouse dies.

IRA holders have two ways to “stall” adult children or other heirs from doing an immediate cash-out of the IRA when the surviving spouse dies.