RMDs from Roth IRAs can be complicated because of distribution and special spousal rules. Question: I inherited my spouse's Roth IRA account. He opened the account four years ago. I am now 72. What ...

How much Social Security income spouses receive depends on their claim age and the primary insurance amount (PIA) of their ...

In our last article, we tried to simplify a complicated subject: Social Security (SS) spousal benefits. Most people need and want help coordinating these benefits. We used some case studies to give a ...

When a spouse claims Social Security retirement benefits can sometimes matter to the other spouse. In some cases, lower-earning spouses can initially claim benefits based on their earnings record and ...

HIPAA regulations strictly control access to a deceased spouse’s medical records, including those from Medicare. You can only access these records if you legally represent their estate or have ...

Many of my clients have come to me with this situation. One spouse has decided to divorce and the other spouse doesn’t want to. Why does this happen and what can you do about it? It is unusual for ...