Retirees
More than ever before, Americans need to take responsibility for saving for retirement. Whichever savings vehicles you choose—from 401 (k) plans to mutual funds to annuities—it’s never too early to begin preparing you for your Golden Years.
What's New
Qualified Charitable Distributions Qualify for RMDs
If you're an IRA owner who must take a required minimum distribution (RMD) in 2011, you can avoid some or all of the resulting income tax liability by donating a portion of it to charity. A qualified charitable distribution (QCD), also known as an IRA charitable rollover, can not only save you income taxes, it can help minimize your taxable estate and fulfill your philanthropic desires. Through December 31, you can make tax-free transfers of up to $100,000 directly from your IRA to qualified charities. Here are the details.
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Ask the Money Dr.
I have an irrevocable trust with my three sons named as beneficiaries. Can only one son draw money out of that account or do all three have to sign? Read Answer
Financial Topics for Retirees
- 401 (k) Plans
- Annuities
- Asset Allocation
- Benefits and Retirement Plans
- Budgeting and Saving
- Career Planning
- Caring for Aging Parents
- Charitable Giving
- Death
- Debt
- Employer-Sponsored Retirement Plans
- Estate Planning Basics
- Financial Reform
- General Insurance Topics