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In a year that witnessed one of the most divisive and wackiest presidential election campaigns in U.S. history, it's not hard to find lessons that can apply to various aspects of your life. But when it comes to takeaways that can improve your retirement planning and...

Key Takeaways: Your choice of beneficiary(s) for your IRA can have major tax consequences. Choose wisely with your advisor’s counsel. Leaving your IRA to an individual is a simple and flexible solution. Leaving your IRA to a trust is more complex and requires the...

In early-2009, as it seemed like the financial world was teetering on the edge of collapse, I was asked by a family member what I thought about a new book by Harry Dent called The Great Depression Ahead: How to Prosper in the Crash Following the Greatest Boom in...

For many investors, setting aside inheritance money for their heirs and loved ones is a natural part of retirement planning. But doing this successfully is not easy, and fortunes rarely last for long. In fact, long-term studies show that six out of 10 family fortunes...

There’s no age limit for doing a Roth conversion, says Jeffrey Levine, chief retirement strategist for Ed Slott & Co. in Rockville Centre, N.Y. You could do one at age 90 if you like. Yet converting a traditional individual retirement account, whose tax-deferred...

Getting your arms around Social Security can be pretty complicated. Misinformation, partially informed opinions, and complex benefits formulas can easily lead one down an incorrect—and costly—path. Read Full Article Here... Written/Published By: Fidelity...

When it comes to taking required minimum distributions, the source matters. Many clients have more than one retirement plan or account. When they reach age 70½ and have to start taking RMDs from their own, non-inherited accounts, the question arises as to which of...

Okinawa is a chain of islands off the coast of Japan and is home to some of the healthiest seniors on the planet, with many living past the century mark. Not only do these seniors enjoy among the world’s highest life expectancies, they also benefit from more healthy...