Q: I am on disability. My husband is having his Social Security check and retirement checks deposited directly to his account. He has been saying he is going to leave. We are still married, and...

Q: I've worked for many employers and now have a menu of 401(k)s, 403(b)s, IRAs, and 457(b)s. When I turn 70 1/2, I'll have to start taking required distributions. Does the I.R.S. care if I...

Q. Your questions often relate to Social Security benefits for spouses, especially lower income-earning spouses, or spouses who have not worked. Does Medicare have similar considerations? I have worked all my life. My spouse worked...

Q: I am a newly retired 65-year-old woman who lives alone in New York City. I plan to move to Florida or overseas because the costs are so high. How should I approach the move...

Q. My spouse is much older than I am, and will most likely die well before I do. We’re confused about how survivor benefits would work in our situation. What can you tell us? A....

Q. Within my 401(k) plan, can I transfer an amount to the 401(k) Roth and pay the taxes from the amount transferred? Or do I have to pay the taxes from another source? -- Randy...