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No matter how many IRAs you own, you are now limited to one indirect transfer every 12 months.

We spend decades investing and saving to avoid being broke in retirement. But your spending plan plays just as crucial of a role than your savings strategy.

With many baby boomers facing a retirement of drawing down defined contribution plans, a new survey shows that the generation might not be in as bad of shape as everyone thought.

The rules of an inherited IRA are complicated, but you need to follow them if you want to maximize your investment options. 

The Supreme Court unanimously upheld a decision that said inherited IRAs do not enjoy the protections of IRAs in bankruptcy proceedings. So what does this mean for people looking to leave their assets to spouses and non-spouses?

When it comes to avoiding the NII or additional Medicare tax, no one’s recommending that you stash your money under your mattress. Instead, you want to consider not just what investments you own, but where you own them.

If you are older than 70 and have a traditional IRA, you may have missed an important deadline. 

After being endlessly berated about their profligate lifestyle, it turns out that baby boomers might be better prepared for retirement than predicted. 

We all know to include health-care and living costs in our retirement plans, but we should also be including financial assistance to family members since more of us are writing large checks to family members that could impact our ability to retire.

The 2008 financial crisis hit many baby boomers’ nest eggs hard, but now, five years later, Wall Street is rallying, the housing market has rebounded and the labor market continues its slow pace of recovery. But just because the economic climate has improved, that doesn’t mean saving for and protecting a nest egg becomes any easier.

When it comes to saving for retirement, starting early is key. But it's just as important to re-evaluate your savings plan to make sure it still fits with your financial picture and the economic climate.  

Dave Says: It's hard to turn your back on financially-strapped family members, but that doesn't mean you should turn a blind eye to their habits. And how do you know when it's time to convert to a Roth IRA?

Baby boomer small business owners are getting closer to retirement. What steps need to taken for a smooth transition when selling a business?

What is one of the biggest fears gripping today’s retirees? Paying for health care in retirement. According to an annual survey conducted by Nationwide, 63 percent of affluent pre-retirees are 'terrified' over what health-care costs will do to their plans for retirement.

The recent Supreme Court decision on same-sex marriage opens the door to many gay and lesbian baby boomers to finally get to say 'I do,' and enjoy the same legal benefits as married couples.

Many single female Baby Boomers have no plans of leaving the workforce anytime soon – because they don’t want to. Here’s advice.

With Father’s Day on Sunday, it may be a good time for boomer dads and granddads to reflect on ethical wills and how priceless the transfer of your personal values and wisdom can be to your surviving family.

No one knows the future health problems they may have, or the medical expenses they may incur throughout retirement, but without proper planning health-care costs can potentially wipe out your nest egg in a hurry and leave you with critical financial challenges.

For many baby boomers your home is your biggest investment, so it might make sense to include the equity you have built into your home to help fund your retirement. But what you don’t know could hurt you. Here are things to consider.

Many of America's baby boomers will spend their retirement years either suffering from Alzheimer's or caring for someone who has it. In discussing financial planning for someone living with Alzheimer’s, where do you even begin? Here is advice.