Topic: Retirement Planning

The four ways to convert home equity into usable money, covering HELOCs, cash-out refinancing, downsizing, and reverse mortgages.

Full Retirement Age sets your Social Security benefit and governs early claiming, delayed credits, and the earnings test.

A guide to capital gains tax, long-term and short-term rates, the 3.8% surtax, the home sale exclusion, and offsetting losses.

Consulting work during the transition into retirement affects self-employment tax, Medicare premiums, and health insurance costs.

A complete guide to the resources behind a strong retirement plan, from saving and investing to tax and estate planning.

Medicare provides health coverage for a majority of retired Americans. This resource guide contains everything you need to know.

The method you use to donate to charity should maximize the benefit to your chosen organization and your tax return.

The age at which you must begin Required Minimum Distributions varies based on whether you opened or inherited the account.

Social Security provides a guaranteed source of income for many retirees, but maximizing benefits requires careful planning.