Latest articles by Susan B. Garland
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A Roth Conversion Boosts Medicare Costs
retirement Medicare beneficiaries who convert to a Roth IRA should plan for an unexpected cost: higher Part B premiums.
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Leave Your Kids a Tax-Free Legacy
retirement Converting your traditional IRA to a Roth can be a boon for children and grandchildren.
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Make the Most of a Survivor Benefit
retirement If you're eligible for a Social Security survivor benefit, you might be better off claiming the survivor benefit first and switching to your own benefit later.
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Prepare for a New Tax Year
taxes Engage in some midyear planning to take advantage of special tax rules and breaks for 2009.
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Protect Heirs From State Estate Taxes
retirement An estate plan that avoids federal estate tax may face state estate levies.
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Find Health Coverage Before Medicare
retirement Whether you retired early by choice or not, you do have options if you no longer have access to employer health insurance.
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A Gift to Your Spouse
retirement Prepare a financial plan that will protect your spouse after you die or if you become seriously ill.
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To Pay or Not to Pay Off the House
real estate Paying off the mortgage may feel good, but it's not always a financially wise thing to do.
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Retirees and the Shrinking Nest Egg
Making Your Money Last Preretirees and retirees have taken the brunt of the downturn. These tools can help make the best of it.
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Stretch Your Nest Egg by Cutting Spending
Making Your Money Last Overspending during tough economic times can jeopardize a retiree's financial future.
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What Will Make You Truly Happy in Retirement?
retirement A North Carolina workshop helps soul searchers create plans for a meaningful retirement.
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Tactics for Taking Social Security
retirement Two little-known techniques can help stretch your benefits, especially if you're married.
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Retire to Paris? I Was Hoping for Milwaukee
retirement If your retirement dreams don't match your spouse's, start talking now to bridge the divide.
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Buy a Retirement House Now or Later?
Making Your Money Last Financing a second home if you're years away from retiring can be tricky business.
Making Your Money Last
