Retirement Planning
Ann Needle
Latest Articles
Life insurance may be one of the most important purchases you make on behalf of your loved ones.
Bulletin: US Treasury Offers New IRA Distribution Rules
No more deadbeat IRA beneficiaries you can't change, "fuzzy math" on life expectancy calculations, or some other byzantine rules that plagued IRA account holders in the dark days before 2001. Now, the US Treasury has instantly made it easier for you and your beneficiaries to avoid tax penalities on your IRA ...
How Long Must Your Money Last?
Before you ponder just how long your retirement money needs to last, take a look at these on-line "life expectancy calculators." If anything, they're fun - and eye-opening.
A Birthday Present from Social Security
If you received a new Social Security this year -- or will next year -- here's the scoop on a really useful government (I'm not kidding) invention.
Here are just a few of the potential and possible retirement and income tax changes you should know about for 2000 and 2001.
Holiday Shopping on Your Retirement Income
Trying to accomodate the holiday madness on a fixed retirement income? Here are some tips to ease the financial burden of December both in 2000 and beyond.
How the Election Will REALLY Matter
Cliffhanger or not, will the new U.S. president really (consciously) do anything to jeopardize the financial security of older Americans?
New Social Security Rules and Your Job Plan
Now that Americans who work past age 65 no longer get penalized for their salaries if they choose to collect Social Security, does that mean you should no longer consider putting off enjoying these benefits?
Need More Than a Rake to Clear October?
As of press time it was turning into "another October" for the markets. Here are some old reminders about why you are invested at times such as these.
New Retirement Legislation - Not What You Think ...
Legislsation aimed at making retirement a lot better for many Americans holds a dirty little surprise for some older workers.