Tag Archive | "Q&A"

Splitting up an inherited IRA

Q: My family just experienced the recent deaths of both parents within in a 20-day period. In addition to other assets willed to the heirs; there exist IRAs that are worth a little over $40,000. For ease to obtain funds while our parents were alive, they made one brother the beneficiary for easy access if [...] [...more]

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Healthcare, Social Security: Going to the Q&A

My recent columns on retiree health care and the timing of taking Social Security benefits prompted a number of questions from readers worried about insurance options for the pre-Medicare crowd, and the mechanics of Social Security. I went back to the experts on both of these topics to get the answers. Q: You wrote that [...] [...more]

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