How to take Required Minimum Distributions from multiple accounts
If you have multiple IRA accounts, your RMD must reflect all your balances.
Retirement
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Should we use retirement accounts for college bills?
You can borrow money for college, but not for retirement.
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Getting the most from Social Security when you're married
There are strategies to maximize your Social Security benefits when you’re married.
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Choosing between a Roth 401(k) or a traditional 401(k)
If your employer offers a Roth 401(k) and a traditional 401(k), here’s what you need to consider.
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How Social Security benefits are taxed, and what changes if you work
The taxation of Social Security benefits can be confusing, especially if you still work.
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How long to keep old financial statements
You don’t have to keep all those papers forever — mostly.
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Can I use my IRA to pay for college?
Even if you can take IRA funds to pay for college, there may be better options.
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Taxable income and changes for Social Security benefits
Your Social Security benefits are determined by your earned credits over time.
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Can I fix my Social Security mistake?
If you make an error when you claim Social Security benefits, it may be able to be fixed — if you’re fast enough.
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What you need to know about "file and suspend" for Social Security benefits
For the right situation, “file and suspend” could give you more Social Security income over your lifetime.
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What’s better? A Roth IRA or 401(k)?
When you only have so many dollars to save, it’s smart to be sure you’re using the most advantageous savings vehicle for your situation.
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She’s conservative. He’s aggressive. Now what?
When two partners have different risk tolerances and investing philosophies, it takes negotiation and a long-term outlook to make things right.
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