Some states are becoming tighter-fisted with tax breaks for retirement income, while others are hoping to lure retirees by exempting more income from taxation.
When municipal-bond funds make sense in retirement accounts?and when they don't.
There's more to life than amassing assets. Here are some tips on finding financial balance.
Zumba classes and sushi chefs: The newest generation of 55-plus communities caters to active?and demanding?retirees.
The statistics on debt among older Americans reflect a stark change in their finances. Nearly 40% of 75-year-olds are carrying debt.
Here are answers to questions that WSJ readers asked following our recent article rethinking a classic strategy for making a nest egg last a lifetime.
'Stable value' accounts are likely to fare better than bond funds when interest rates head up again.
In remembrance of their son, who was killed on 9/11, a retired doctor and his wife started a nonprofit that helps trauma victims in third world countries.
'Collective trusts' have no ticker symbol and hard-to-find performance data. But they could be worth a second look.
These steps can help reduce the tax bite on your Social Security benefits.
Ask Encore tackles Social Security benefits, contributions to IRAs and college financing.
Tina Tenret, vice president of ProVise Management Group, helps an unmarried same-sex couple plan for one to become a stay-at-home parent.
You can give away as much as $14,000 this year tax-free to anyone you want. And you can pay for a person's medical and tuition expenses directly as well.
Utility boosters point to dividend yields that now average 4%, plus slow but relatively predictable profit growth of 4% to 5% annually over the next few years.
For married couples planning their retirement, a mortality forecast can be a do-or-die financial issue or the surviving spouse.
More investors have big chunks of their retirement savings in "target-date" mutual funds. But these simple-seeming vehicles can be unexpectedly complicated.
Our group of industry and academic thought leaders weigh in on the worst pitfalls to avoid when preparing to fund your child's higher education.
Chrysler will freeze its U.S. pension plan for about 8,000 salaried workers, transferring those employees to a defined contribution plan starting in 2014.
In the search for solutions to Europe's youth unemployment crisis, governments are blowing the cobwebs off a decades-old idea that many economists had hoped would remain in the attic for good, writes Matthew Dalton.
Tracking your spending habits can be a great way to take control of your finances, but is it worth the hassle? The Experts weigh in.
What percentage of your portfolio should consist of non-U.S. investments? The Experts?an exclusive group of wealth management thought leaders?weigh in.