My sister died and left me as the beneficiary on her 401(k). I could really use the cash — but should I let this nest egg mature or crack into it now?

Liam generally has 10 years from the date of his sister’s death to fully withdraw the funds from the inherited 401 (k), once it's transferred into an inherited IRA. All withdrawals are subject to ...

I'm having brain surgery. Will my heirs or the creditors get my money if I die?

I need to have brain surgery. I have a tumor that needs to be removed. A lot of people are fine and they don't have any complications, but I don't know for certain what the outcome will be for me. I'm ...

Inflation was eating me alive in retirement, so I went back to work. I'm still working at 66. Was I right?

If I had done that, I'd have sold my house and moved into a one-bedroom apartment by now and would be living off my home equity. People need to be more concerned with outliving inflation than Social ...

3 Required Minimum Distribution (RMD) Rule Changes Retirees Must Know Before 2026

With the year drawing to a close, individuals with pre-tax retirement accounts should familiarize themselves with the ...

I’m about to go on Medicare, but I had big capital gains last year. How long will I be stuck paying IRMAA surcharges?

I’m 64 now, and I’ll turn 65 and go on Medicare in 2026. I had big capital gains in 2024, and I know I’m going to end up ...