I'm 84 and widowed. My daughter is the beneficiary of my IRA and the successor trustee for my revocable living trust. She's in a shaky marriage that could soon end in divorce. How can I prevent her ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in ...

You’ll build resources for your retirement. You might sell your business one day, but can you count on that to fund your ...

I’m now writing to you for advice a second time. I’m 51, still married, 25 years now, and still residing in Maryland. My ...

Retirement expert Denise Appleby shares common pitfalls and real-life examples for IRAs, required minimum distributions, and ...

With so many currently heading for the exit, it’s a good time for federal employees to improve their understanding of the retirement process.

Is a 401(k) or IRA more beneficial? 56% of Americans don't know. See if you can correctly answer this retirement fund quiz.

The best thing you can do for your retirement savings is to start saving and investing early, and to take advantage of ...

The Balaban Group, an independent life-insurance, benefits, and estate-planning firm serving affluent families since 1986, ...

Thinking about changing jobs? New data reveals that many employees leave money in old 401(k) plans, often unaware of the fees ...

Understand the consequences of withdrawing money from a 401(k) or IRA retirement account for emergencies and create a plan to ...