Janet Kidd Stewart

Q. I would like to retire in 2008 when I turn 62. At that time I will be eligible to collect most of my pension of about $47,000 a year...

It's almost 2007. Where are you on the road to retirement? Retirees today start with five to six times their average lifetime income on average, according to Mauricio Soto, a...

Retirees who live in states with no income tax received a break this month when Congress extended the sales-tax deduction, capping a big year in tax changes for retirement savers...

It's that time of the year, when market prognosticators give their predictions for how various investments will perform in the coming new year. The question is, should retirement investors--those with...

Debt is chewing up a bigger bite of older Americans' income. Households headed by people 75 or older saw their debt loads as a percentage of income rise to nearly...

Health-savings accounts are growing fast, and so are the amounts of tax-free money consumers can sock away in the fledgling plans. The relatively new accounts, created for use starting in...

Once an expensive last resort for elderly homeowners struggling for financial survival, reverse mortgages are now being sold as retirement planning tools for affluent people. Despite a softening housing market,...

Want to raise cash during retirement from someplace other than your retirement accounts? You might consider a reverse mortgage, but those can be expensive. Hawking Grandma's antiques on eBay may...

As couples save for retirement, conventional wisdom says they get more for their investing buck by working as a team. That can mean picking the best investments from two different...

Q. I am confused on whether there are taxes on an annuity. Also, if you have a deferred annuity in a mutual fund, and it loses money, can you sell...