A couple in their 80s with $950,000 in traditional IRAs questions why their adviser is pushing Roth conversions when pensions already cover living costs.
Financial planners say transferring wealth during your lifetime can benefit heirs more than an inheritance, but retirees must protect their own security first.
A family suspects their father's live-in caregiver is using his debit card for personal purchases. Experts outline steps to protect vulnerable adults.
Eight in 10 workers commit a common 401(k) mistake at retirement that can trigger tax consequences and complicate required minimum distributions.
Laddering I bonds offers retirees a guaranteed income stream as new rates approach 5.5%. Here's how the strategy works.
A congregation received a $1.5 million bequest parked in a bank account at 3.75%. Experts weigh whether that rate keeps pace with inflation long-term.
Decisions made during your 30s and 40s have an outsized impact on retirement security, experts say.
Lawmakers weighing Social Security fixes are eyeing the cost-of-living adjustment as a target. Here's what proposed changes could mean for retirees.
A couple in their 70s weighs paying off a 2.5% mortgage against parking cash in a high-yield savings account for future needs.
A couple in their 70s weighs paying off a low-rate mortgage against keeping cash in a high-yield savings account as retirement security.
A husband with $2.2M saved discovers his wife has only $80K in her 401(k), raising tough questions about retirement planning and financial transparency.
A retiree in their 70s questions why generations continue to make avoidable money errors like credit-card debt and skipping retirement planning.
A retiree questions the fairness of a court awarding a spouse $90,000 from their 401(k). Here's how divorce law treats retirement assets.
A 58-year-old seeking steady retirement income without annuities has options. A TIPS ladder is one strategy worth considering.
A stepmother is offering her stepchild the family home at $850,000. The buyer wonders if the price is reasonable or exploitative.
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