Latest articles by Rachel L. Sheedy
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Boost Benefits When Spouse Gets Disability
social security Couples in which one spouse is on disability should consider these claiming strategies to maximize Social Security benefits.
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Plan for New Tax on Investment Income
investing High-income investors should tweak their finances now to lessen the blow of the upcoming Medicare surtax.
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A Lifetime Stream of Tax-Free Income
IRAs An annuity within a Roth IRA offers guaranteed payments without the tax tab.
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Hedge Bets With an Annuity Ladder
retirement If you think interest rates will rise in coming years, split your money among several annuities over a period of time.
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5 Costly Retirement Surprises
Making Your Money Last The reality of retirement may have a few shocks in store for you.
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Pay Off the House or Keep the Mortgage?
real estate Consider these factors when weighing the decision to pay off the house.
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Maximize an Inherited IRA
savings Beneficiaries can lose big tax advantages if they do not take the proper steps after inheriting an IRA.
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The Case for Taking Social Security Early
retirement For most people, delaying benefits is a smart move. But there are some scenarios in which a beneficiary might consider claiming Social Security early.
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Investing Social Security Benefits Not Worth the Risk
retirement In theory, taking benefits early to invest might sound good. But in reality, there are a lot of pitfalls.
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Make the Right Moves to Boost Benefits
retirement Maximize Social Security benefits with these strategies.
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Split a Deferred Annuity
retirement New rules give deferred annuity owners flexibility with their savings.
retirement -
New Reverse Mortgage Hits the Market
retirement Senior homeowners will get less money from the new federally backed loan product, but they will also pay less in fees.
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Strategies to Reduce Taxes on Social Security
social security Tax planning may ease the tax bite on your benefits.
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State Taxes Vary for Roth Conversions
state tax Don't forget about the state tax bill when contemplating a Roth conversion.
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Reverse Mortgage Lenders Cut Fees
retirement The competition benefits consumers, but a reverse mortgage can still be costly if the loan terms don't fit your needs.
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Convert Nondeductible Contributions Carefully
retirement Follow the rules for moving after-tax contributions into a Roth, so you don't accidentally pay Uncle Sam twice.
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Landmarks on the Road to Retirement
retirement Get the skinny on these four age milestones in retirement -- and what they mean for you and your financial security.
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A Mulligan for Roth IRA Conversions
retirement Think you made a mistake? Roth IRA conversions come with an escape hatch.
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The Complexities of Roth Conversions
retirement Roth conversions don't make sense for everyone. But with new rules in 2010, it's wise to run the numbers.
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Switching to a Roth Takes Tax Planning
retirement In 2010, income limits have been lifted for Roth conversions. It's time for some tax planning.
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Modern Car Features for the Aging Driver
retirement Some models are a better fit for aging drivers. Here's what to consider when shopping for your next set of wheels.
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Should You Refinance Your Home?
real estate Low interest rates are tantalizing, but consider the impact on your retirement plans.
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Impact of a Paycheck on Retiree Benefits
Making Your Money Last Returning to work could affect your Social Security, pension and Medicare coverage.
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Recovery Check for Seniors is on the Way
Making Your Money Last You've had questions on the recovery check for seniors, and we've got the answers.
Making Your Money Last