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 ...

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 ...

If your spouse (or ex-spouse) is still alive and is due to receive Social Security benefits, it pays to look into how much you could receive. Here, we'll cover seven essential things you should know ...

Bryan Driscoll is a non-practicing lawyer, HR consultant and legal content writer who uniquely blends legal insight and HR expertise. Offering innovative HR solutions and engaging legal content, Bryan ...

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 ...

The National Military Family Association's Meredith M. Smith and Kevin Hollinger of the Enlisted Association of the National Guard of the U.S. testify June 14 about a proposal to expand USERRA ...

Marrying someone with bad credit won’t harm your score, but joint debts can affect both reports. Learn how spousal credit affects your shared financial life.