Roth IRAs and life insurance share some important characteristics. Let's examine how they compare as estate planning tools.

Choosing a beneficiary for your IRA or 401(k) can require special consideration due to tax laws. Our guide will help you make the right choice.

There are many choices when it comes to saving for retirement. Choosing between a Roth IRA and or Traditional IRA is one of them. The decision should be specific to your individual circumstances and is largely driven by taxes.

Social Security isn't in danger of going broke — it's financed primarily through payroll taxes — but its financial health is declining, and benefits may eventually be reduced unless Congress acts.

While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues, and needs of today’s retirees. Whether you’re planning for many years into the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.