Retirement

Latest Articles

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  Widow: Can I create an emergency fund that’s not taxed?

  Spouse is looking for a savings vehicle with easy access and no tax bite. But which one?

  2 min read Aug 26, 2015
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  Do husband’s delayed retirement credits boost spousal Social Security benefit?

  Find out if a husband’s delay in taking retirement will mean a hike in his wife’s benefit.

  2 min read Aug 12, 2015
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  Do I get my late spouse’s Social Security?

  Grief can be followed by disappointment when survivors benefits are misunderstood.

  2 min read Jul 22, 2015
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  How to know if you are owed an inheritance

  Here’s where to look if you aren’t sure whether you’ve had an inheritance left to you.

  2 min read Jul 20, 2015
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  Present value of Social Security benefits

  Deciding when to take retirement benefits may not be as difficult as you might think.

  3 min read Jul 13, 2015
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  Is it wise to tap 403(b) retirement plan to pay off car loan and credit card debt?

  It seldom makes sense to tap retirement accounts to pay off loans. Here’s why.

  2 min read Jul 02, 2015
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  Time for Social Security survivors benefit?

  If your spouse dies, Social Security may pay you survivors benefits. Find out who qualifies.

  2 min read Jul 01, 2015
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  Does employer match count toward 401(k) limit?

  There’s a limit on your 401(k) contributions, but your employer’s don’t count toward that limit.

  2 min read Jun 08, 2015
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  Can I cash dead husband’s Social Security?

  What, you missed "60 Minutes"? Here’s what happens if you cash a dead spouse’s check.

  3 min read May 27, 2015
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  48-year-old has just $6K for retirement

  If you’ve failed to save enough for retirement, don’t keep making the same mistake.

  2 min read May 18, 2015