Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Will you be able to afford nursing home care?
How much will it cost to pay off a loan over its lifetime?
Use this calculator to determine whether you qualify for the different types of IRAs.