Janet Kidd Stewart

Q. My wife and I started non-deductible individual retirement accounts in 2000. In 2010, we can roll these over to Roth IRAs. We had almost all of it invested in...

If you're less than a decade from retirement -- or already in its early stages -- what should your portfolio look like? You already may have a short-term pile of...

Think at least some of the dust has settled and you're ready to position your retirement portfolio for the future? For pre-retirees -- those with 10 years or more until...

For millions of Americans, retirement account balances are way down. But are some people at risk of losing even more if their employer files for bankruptcy? Workplace retirement plans carry...

Q. During his campaign, President Barack Obama promised retired people making $50,000 or less would not have to pay federal income taxes. With all of the publicity on the stimulus...

The housing bust and the recession have been twin evils for retirees, particularly the newly retired who have seen still-stock-heavy portfolios crater and their home values plummet. Retirees may see...

Q. We are 60. After 35 years with the same employer, I recently lost my job but was offered another position with the company at $85,000 a year, a pay...

In retirement, would you be willing to relocate to a different state because it had better tax laws for your financial situation? Most clients wouldn't, said Nancy Lange, a Hartland,...

If your nest egg were a drink, have you been sipping frequently or chugging once in a while? Retirees sitting on large lump sums are more likely to be transferring...

Just when the Labor Department thought it had buttoned up the final regulations governing the advice given to 401(k) plan participants, new questions are being asked about conflicts of interest...