My in-laws, 95, are leaving us $250K. What's the smart way to invest this money?

My in-laws are 95. They have a low income and do not file taxes, and they plan to die at home. They want to give their son, ...

3 Social Security Spousal Benefit Misconceptions That Could Cost You Dearly

Spousal Social Security benefits are also available to ex-spouses, provided you were married for at least 10 years before you ...

I'm a Retirement Coach: Eight Surprising Signs You're Ready to Retire

You've met your savings goal, your friends are having fun without you, your boss is mean to you, and your kids are grown and ...

Nearly 1 in 5 Gen Z Workers Are Using This Account to Save for Retirement—Surpassing Other Generations

Younger workers prefer Roth 401(k)s, opting to pay taxes today while in a lower tax bracket, versus later in life, and ...

Retirement is a major transition. How to prepare for that big life change.

Life often reflects fiction. According to MIT’s Age Lab, retirement evokes conflicting feelings, including excitement about freedom from work and anxiety about having enough money or purpose.
Tax Guru

No need to file Form 10EE every year once it has been filed for a year: ITAT Mumbai

The ITAT Mumbai ruled that once Form 10EE is filed, its benefits under Section 89A apply automatically to future years, making annual filing ...

If I Could Tell Retirees 1 Thing About Social Security Right Now, It Would Be This

The Social Security Administration determines the size of the checks you qualify for based on your average monthly earnings ...

Social Security chief walks back remark on raising retirement age

Social Security Commissioner Frank Bisignano on Friday walked back his remark made earlier in the day that raising the retirement age was among the entitlement reforms being considered by the ...