In chapter 9 of Inheriting Your Spouse's IRA, author Bill Harris outlines the unique and potential disadvantages of surviving your spouse - from taxes to Medicare premiums.

A reader would like to pause Social Security Disability Insurance benefits in order to increase payments for himself and his wife. Heather Schreiber explains his options.

Andy Ives, an IRA Analyst with Ed Slott and Company, answers a reader's question about in-plan Roth conversions.

Retirement planning can be complicated. It's important to ask your adviser specific questions about how he/she will make sure your retirement strategy is comprehensive.

Jeffrey Levine, chief planning officer at Buckingham Wealth Partners, discusses in this Retirement Daily video whether a reader should do a Roth IRA conversion.

Did you take a loan from your retirement savings in 2020? Rebuild your account by preparing your repayment plan now.

Dana Anspach of Sensible Money explains in this Q&A with Retirement Daily editor Robert Powell what a health savings account is, how to use an HSA, when to begin drawing down the money in an HSA, and how to invest the money in an HSA.

A reader has been told delaying his benefit won't improve his wife's spousal benefit. Elaine Floyd of Horsesmouth explains what does, and doesn't, impact a spousal benefit.

Multiple bills have been passed in the last year and a half, many with tax law changes. Adviser Brittany Komorowski lists her top six changes and how they may impact you.

Everyone needs their own good credit score. Retirement Daily contributor Marcia Mantell explains how your credit score can impact your retirement.

Jeffrey Levine, chief planning officer at Buckingham Wealth Partners, discusses in this Retirement Daily video whether a person has to distribute the balance of an inherited 457 plan by the end of the 10th year after the year of death of the original account owner.

Given how expensive college (and children in general) can be, it’s important to plan ahead. Adviser Brittany Mollica shares three steps for setting and reaching your college savings goal.

Entrepreneurs looking to grow their business and save for retirement need a creative strategy to balance debt and savings. Adviser Mark Bordelove describes one client's journey through this balancing act.

The economic future of caregivers who support family members has been indelibly impacted. Here are financial planning solutions and products that can help overcome and manage the challenges.

In chapter 2 of The Retirement Remix, adviser Chip Munn explains rethinking your career plans to include an extended ability to generate cash by being productive in your mature years.

The crisis surrounding nursing homes during the pandemic has prompted a dramatic awakening around the need to better plan for long-term care and aging-in-place options.