• Skip to primary navigation
  • Skip to main content
ChangingAging Logo
  • About
  • Browse Posts
    • Ageism
    • Aging Literacy
    • Community
    • Culture Change
    • Disrupting Dementia
    • Embracing Elderhood
  • Store
  • Contact
    • Booking Information
  • Ageism
  • Aging Literacy
  • Community
  • COVID Resources
  • Culture Change
  • Disrupting Dementia
  • Embracing Elderhood
  • Health and Wellness

Anne Tergesen, SmartMoney Blog

For some, IRA charity rule’s a lucky break

January 9, 2013 | Anne Tergesen, SmartMoney Blog

For individuals 70 ½ and older, the fiscal-cliff legislation that Congress approved last week contains some welcome news: Congress has resurrected a provision that allows those taking required minimum distributions from IRAs to save on taxes while donating up to $100,000 to a qualified charity. And because the provision is retroactive to 2012, as well as covering 2013, it could effectively offer a do-over to some people who reduced their charitable giving because of cliff-related tax uncertainty.

Continue Reading

The boomer home: Small house, big rooms

December 18, 2012 | Anne Tergesen, SmartMoney Blog

While a significant percentage of Baby Boomers are in downsizing mode, neither they nor the rest of the population have lost their infatuation with features associated with big homes, according to a survey released today by the homebuilder PulteGroup Inc. To keep up with preferences among consumers of all ages, the builder says, it’s adding a number of such features to its newest homes, including more open space and more storage.

Continue Reading

‘Future you’ to you: Save more money

December 5, 2012 | Anne Tergesen, SmartMoney Blog

Merrill Edge, a division of Bank of America Merrill Lynch, today unveiled an online tool that has just a whiff of science-fiction to it. The tool takes its inspiration from recent research that suggests that younger people who are exposed to visual approximations of what they might look like when they reach retirement age tend to save more.

Continue Reading

States Try the Retirement-Plan Business

October 16, 2012 | Anne Tergesen, SmartMoney Blog

Encore: A California law would set up 401(k)-like plans for employees whose companies don’t have them

Continue Reading

Can Doctors Protect Retirees From Fraud?

September 5, 2012 | Anne Tergesen, SmartMoney Blog

Encore: A growing program encourages physicians to watch for “financial exploitation” of seniors.

Continue Reading

Hope for 401(k) Savers?

August 14, 2012 | Anne Tergesen, SmartMoney Blog

Encore: Amid calls to overhaul the retirement savings plans, a few encouraging signs.

Continue Reading

A 401(k) Fee Secret Revealed

August 7, 2012 | Anne Tergesen, SmartMoney Blog

Encore: Some retirement-plan participants are paying higher expenses than others, new disclosures show.

Continue Reading

Retire on $100 a Day

July 19, 2012 | Anne Tergesen, SmartMoney Blog

A list of places retirees can get by on after-tax earnings of $27,375 a year.

Continue Reading
  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Interim pages omitted …
  • Go to page 7
  • Go to Next Page »
browse all posts
Or search for a post here:

ChangingAging Newsletter

Join 30,636 subscribers and stay updated on all things ChangingAging

No charge. No Spam. Unsubscribe anytime.

ChangingAging - Speech Bubble Logo

#ChangingAging - Explore what's next!

  • Facebook
  • Twitter
  • Instagram

© 2023 ChangingAging™ - The Center for Growing and Becoming

  • Post Guidelines
  • Contact