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Estate Planning

Avoiding 12 Common Estate-Planning Mistakes (June 01, 2006)
Alexandra Armstrong and Karen Preysnar take a look at a "dirty dozen" estate-planning mistakes families often commit.

Required Minimum Distribution Rules in Review (May 01, 2006)
The rules for required minimum distributions from an IRA are reviewed by Alexandra Armstrong and Karen Preysnar.

Keeping Track of Your Records (October 01, 2005)
If you were to die tomorrow, would your family be able to locate the information needed to settle your estate?

Naming and Updating Your IRA Beneficiaries (June 01, 2005)
While people often devote a significant amount of time to choosing investments for their IRA, they sometimes overlook designating the beneficiary.

Financial Aspects of Selecting a Retirement Community (March 01, 2005)
Alexandra Armstrong and Karen Preysnar follow up their February article on retirement communities with information on the financial aspects of committing to continuing care.

More Chances To Save With 401(k) Revisions (February 01, 2005)

Selecting a Retirement Community (January 01, 2005)
Today the move to a retirement community can be the beginning of a new, very pleasant phase of life, say Alexandra Armstrong and Karen Preysnar.

IRAs and Other Retirement Savings Plans (June 01, 2004)
Alexandra Armstrong and Karen Preysnar complete their series on retirement plan options with a review of IRAs and savings plans.

Participating in Your Employer-Sponsored Retirement Plan (May 01, 2004)
Alexandra Armstrong encourages the use of employer-sponsored retirement plans.

How To Plan for Your First Year of Retirement (February 01, 2004)
Alexandra Armstrong helps ease the trauma of getting through the first stages of retirement.

Enrolling for Social Security and Medicare Benefits (December 01, 2003)
Alexandra Armstrong summarizes the decisions you'll face when enrolling in Social Security and Medicare.

How To Choose Medigap Insurance (November 01, 2002)
Alexandra Armstrong reviews the options available when choosing to supplement Medicare coverage with Medigap insurance.

New (and Improved) RMD Rules (September 01, 2002)
Alexandra Armstrong updates readers on the required minimum distribution rules for taking money out of a retirement plan.

Funding Your Early Retirement Years (March 30, 2002)
Alexandra Armstrong notes three stages of retirement and their investment implications.

Keeping Track of Your Records (November 29, 2001)
If you were to die tomorrow, would your family be able to locate the information they need to settle your estate and move ahead? Alexandra Armstrong offers some help.