Retiring in a foreign country: at what price?

There are now several online sites that rate how Americans will likely find their retirement experiences in a foreign country. The sites provide insightful information that ranges between security issues to medical care. At least two sites—...

Retirement Planning

You will pay taxes.

In a case that intertwines income tax and retirement planning, the Internal Revenue Service (IRS) has ruled that a surviving spouse who successfully asserts her statutory rights in their deceased spouse’s IRA will owe income tax on the proceeds—they may not be rolled over into another IRA. In...

Estate Planning