RETIREMENTGUY

Another year of grappling with coronavirus has led to significant tax law changes for the 2021 season. While year-end tax planning is...

No one likes sudden change. We like to ease into things – transition with time. Yet we talk about retirement as an event. One day you’re...

I've often heard an old saying that states, "Today is what it is because yesterday is what it was, so tomorrow will be what we make of...

Social Security helps retired workers but it also pays benefits to widows, widowers, and children - benefiting more than 64 million...

It is fairly common for people taking required minimum distributions out of retirement accounts, such as IRAs, to pull out more than the...

As employers contend with growing numbers of younger employees quitting in the great resignation, the COVID-19 recession and gradual...

We all continue to navigate the challenges of a once-in-a-lifetime global pandemic. And despite these difficult times, we have witnessed...

You’ve probably heard that holiday shopping this year is going to be a little unusual. The findings from NerdWallet’s 2021 Holiday...

Eve’s husband, Adam, has died, leaving various retirement accounts to her as beneficiary. She knows these are tax-sensitive assets and...

Many retirees mistakenly believe that attaining financial security will assure them a fulfilling retirement. That’s where some financial...

The window this year is from Oct. 15 to Dec. 7 Medicare provides health care coverage for many Americans over the age of 65. An estimated...

If you’re within six months or so of retirement, there are certain things you need to do now to help prepare yourself for the transition...

For some, retirement means "where will we play today's round of golf?" For others, it could mean, "do I pay for my meds or my rent?" In...

According to its “Best Places to Retire in the U.S. in 2021-2022,” list, Colorado Springs and Boulder are among American cities people...

The IRS has announced contribution and benefit limits for qualified retirement plans for 2022. The contribution limit for employees who...

There are several types of retirement just as there are various times to retire. Choosing the right time to retire can be challenging, as...

When we last checked in on Congress in August, at the top of the House's to-do list were two recordbreaking bills: the $3.5 trillion...

Retirement is a time of freedom for most people since you no longer have to spend your hours working and earning a living. But while...