Many folks relocate, or at least consider relocating, upon retirement. Key factors in their decision are the weather, proximity to family and medical care, and cost of living. ... Read More

The Pension Protection Act of 2006 formally allowed for the existence of 401(k) plans where employees could be automatically enrolled by their employers. The hope was to take advantage ... Read More

In most years, individuals over 70 1/2 years old must take a certain required minimum distribution (RMDs) from their qualified retirement plans such as IRAs and 401(k)s. However, ... Read More

Have you ever sat back and thought about how the government determines the amount of the inflation adjustment to Social Security benefits each year? Probably not. But I ... Read More

Wondering what the impact will be of the stimulus plan passed in February? For retirees, it's pretty meager in terms of direct stimulus. But there is something: $250.Indeed, ... Read More

The average income tax refund is well over $2,000. That's a good amount of money. Even if I could get past the fact that a sizable and predictable ... Read More

If you're a low-income worker thinking about saving for retirement but not sure you can afford it, make sure you check out the Retirement Savers Credit. If you're single ... Read More

Many parents of college-aged children face the squeeze of ever-rising tuition bills at the same time as the imminent arrival of retirement seems to jump-start the recognition for increased saving ... Read More