Janet Kidd Stewart

Is your retirement plan ready for 2009? Whether you're saving for retirement or already living in it, you will need to be aware of the annual adjustments to tax brackets,...

Closed-end funds may seem like a natural for retirees. The mutual funds, which invest in a basket of securities and trade as a unit on an exchange, offer dividends that...

Q. I worked for a large company for 31 years before being "early retired" at age 52. I could not take a lump sum. I am 56 now and entitled...

If you haven't examined your Medicare choices in a while, it's time. With Social Security benefits next year taking their largest cost-of-living jump since 1982 -- and Medicare Part B...

Saving for retirement, whether you're 25 or 85, is about time horizon. It's about trying to get our brains to plan for the future. That's never an easy task, though...

Mutual funds aimed at retirees haven't been immune from the credit crisis. Target-date mutual funds geared to retirement dates in 2005 and 2010 and the new managed payout funds designed...

Q. I am 56 and retired from AT&T. At retirement, the [rollover] IRA balance was $300,000, but it recently dropped to $275,000 and is now back to $295,000. My financial...

Never got around to signing up for the company retirement plan? The boss may have done it for you. Forty-two percent of employers with 401(k) plans automatically enroll new or...

Choosing a pension option for retirement? Don't automatically jump at the highest monthly payout, experts say. Your health, age difference with your spouse and your other retirement assets should all...

Q: What recourse does a person have if a former employer does not process the paperwork to roll over their 401(k) plan into another plan? I worked for a small...