Liz Weston

Dear Liz: I have been reading the questions about converting an IRA to a Roth and want to know how it might apply to my situation. I have been getting my r

Good financial advice leaves you better off. Bad advice does the opposite and may enrich someone else at your expense.

You know you should have a will, but you keep stalling. No one likes to think about dying or about someone else raising their children or grandchildren. But if you get no further than scribbling notes or thinking about which lawyer to hire, you risk dying “intestate” — without a will that could guide your loved ones, head off family feuds and potentially save your family thousands of dollars.

Share By Liz Weston Posted on January 10, 2020 If you're not familiar with SIM swap fraud, prepare to be terrified.

The beginning of the year is a good time to mark some items off your financial checklist, such as reviewing beneficiary designations, updating contact information and visiting your safe deposit box.

The Social Security Administration will happily forecast your future monthly retirement check. Trouble is, it's often off the mark.

Marriage confers a number of other benefits under federal law that are not allowed to domestic partners.

Do I have to change retirement plans when I change jobs?

California offers the valuable double step-up in tax basis to registered domestic partners, but the federal government does not

Roth IRA beneficiaries typically must empty the account within 10 years, but the withdrawals are entirely tax free.