TRY MINIMIZE ON FOR SIZE

The tax deadline has come on and gone, but not to put too fine a point on it, tax issues, to one degree or another, never really go away—ever– whether or not you’re retired. There are, however, definite ways for retirees to minimize their tax liability, as...

NOW ABOUT THOSE NEW IRA ROLLOVER RULES . . .

Baseball pitchers aren’t the only ones throwing curveballs. Leave it to the IRS to toss a beaut, and as Jeff Reeves writes for USA Today, “an unexpected ruling on tax law regarding IRA rollovers may have just created a headache for a small group of successful savers.”...

THE MIDDLE CLASS AND RETIREMENT

We can always debate whether there’s a need for yet another Senate-committee hearing, but what struck as us one that’s particularly worthwhile is reported interestingly in a column by Lisa Barron on benefitspro.com. Experts on retirement testified before the Senate...

RISING INTEREST, RISING WORRIES

To nervous investors, R and R may not only be shorthand for rest and recreation, but also rising rates. How to, well, rest easier with that possibility is explored in a first-rate cnbc.com column by Scott Hanson. Here is a lengthy excerpt from Hanson’s informative...

RETIREMENT INEQUALITY

“Both men and women are facing a retirement crisis,” writes Paula Aven Gladych in a revealing benefitspro.com piece, “but it disproportionately affects women, according to the Pension Rights Center.” Her column continues: “The retirement income deficit is $6.6...