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 ...

The death of a spouse is devastating. There is the obvious sadness experienced due to the loss of a loved one. However, there is also the challenge of losing a life partner who helped you make various ...

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 ...

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 ...