05 Jan Do I need to return Social Security benefits after my spouse dies?
When someone dies, there are several Social Security issues to address....
04 Jan Should I get out of this annuity for higher interest rates?
Getting out of an annuity early can be a very expensive proposition. ...
02 Jan I’m 52 with $2 million in retirement savings. What should I do next?
There are several strategies to consider if you have extra cash to save....
30 Dec Can I save in an IRA if I have a Solo 401(k)?
A Solo 401(k) is a great retirement plan for some small businesses....
29 Dec I have $2 million in retirement accounts. Should I try a hedge fund?
Hedge funds are risky investments, so here's what you need to know. ...
29 Dec Will my Roth IRA heirs have to take annual distributions?
Roth IRAs have different rules once they are inherited....
28 Dec How do I find advisors who are competent and trustworthy?
Get ready to do some research and ask questions to prospective pros....
27 Dec Can I convert EE Savings Bonds into I Bonds?
If you want to invest in I Bonds, you'll have to follow several steps....
23 Dec How do I pay taxes on my I Bond interest?
It depends on when you receive the income and if you must pay estimated taxes....
22 Dec I never filed for Social Security. Can I get back benefits?
The earliest you can get Social Security retirement benefits is age 62 in most cases....