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• Should You Save, or Spend, in your 50's?

  Q. Would you please write about empty-nesters who put their retirement in jeopardy or delay it by moving up to more expensive homes, buying boats, vacation homes, etc.? Many people (including my husband) have a golden opportunity to catch up with their... Posted Aug 10 2006, 03:46 PM by scottb with | with no comments Filed under: Q&A (from print), Retirement, Taxes & Other Disasters, Government

• Learn How To Avoid "Taxable Events"

  Q. Most retirement investment advice assumes a person's savings are in taxable accounts or a combination of tax deferred and taxable accounts. What is the advice for a retiree when all of their savings are in tax deferred accounts? Is it wise to convert... Posted Jun 15 2006, 10:34 AM by scottb with | with no comments Filed under: Q&A (from print), Retirement, Taxes & Other Disasters, Government