The ERISA consultants at the Retirement Learning Center (RLC) address whether it’s possible to aggregate RMDs from an annuitized IRA with RMDs from an IRA that isn’t annuitized to determine the total ...

This rule of thumb on how much retirees can safely withdraw per year could lead some to run dry if stocks hit the skids.

Maryland does not tax Social Security benefits, representing a major benefit for seniors in the state. For those who itemize ...

Those considering retiring in Puerto Rico may find the lower cost of living and favorable tax breaks a major advantage in ...

Navigating the rules around Medicare can feel overwhelming — especially when mistakes can end up costing you dearly. You ...

Have you received a 1099 tax form that you don’t understand? Our guide describes the basics of the nearly two dozen different ...

Saving enough money for retirement is a primary concern when it comes to financial planning for Americans. However, it's also ...

1. He told you a half-truth. He may indeed end up with $500,000 in a retirement account by the time he gives up work. That could be based on a variety of factors, including the intention of working ...

The HHS Secretary nominee confused Medicare and Medicaid programs, though he would be responsible for them if confirmed. We ...

AHA urges Congress to reject reductions to the Medicaid program that would not only strip access to health care from some of ...

Let’s start by checking off the two big retirement decisions: when to file for Social Security and when to begin Medicare ... Income annuities and annuity income riders may take on a new ...