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Retirement

February 24

Using IRAs to reduce Medicare premiums

Directing a portion of required minimum distributions directly to a charity can reduce both taxes and Medicare premiums.

February 24

Why many employees may never be able to retire

Millions aren't saving on the job because they either don't have access to a workplace retirement plan or they do but aren't putting money in it.

February 16

Lifestyle changes can add up to big savings for retirement

Regular and well-informed course corrections can help you become more comfortable financially and enjoy retirement even more.

February 10

Two ways to boost Social Security benefits

Working longer and postponing benefits can increase future payments.

February 10

Is your 401(k) balance above or below average?

As life expectancy increases and the inflation rate on health-care spending regularly rises, you need to stay ahead of the game.

February 3

3 ways to protect your 401(k) if Trump nixes the fiduciary rule

By asking these questions, investors can avoid financial advisers who don't put their interests first.

February 2

Trump is acting on everything except your retirement

Social Security simply doesn't provide enough income for people without defined benefit pensions and 401(k)s who can't afford to save, or to save more.

January 26

Your divorce may trigger hidden 401(k) fees

Getting a record keeper to fill out a legal document needed to divide a retirement account could cost more than $1,200.

January 19

Some compensation is exempt from Social Security earnings test

Severance pay does not count, nor do trailing insurance commissions.

January 18

How Obama changed how you save for retirement

Donald Trump can undo the new rules on financial advisers but not the new skepticism of their advice.

January 12

Social Security to stop mailing paper statements — again

Budget restraints will limit paper benefit statements to those 60 and older.

January 5

Americans steadily boosting 401(k) deferral rates

The increase in contribution rates over the past few years has resulted in billions of dollars in additional retirement savings.

January 5

Social Security changes coming to beneficiaries and taxpayers in 2017

Whether you are receiving monthly checks or still paying in, be aware of these adjustments.

December 28

Social Security rules for the twice-widowed retiree

The surviving spouse can choose when to collect each benefit.

December 21

President Obama's myRA retirement plan slow to gain traction

Unless a lot more people open accounts, the program's impact on America's retirement savings shortfall will remain a rounding error.

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