Q: My daughter turned 5, and I've set up a 529 account for her and a custodial account as well. What are some of the best ETFs I can buy for her to get the...

Q: Is there an additional tax benefit to contributing required minimum distribution dollars directly to a charity versus reporting the funds as a charitable contribution at the end of the tax year? -- Susan Lutterman...

Q.: I want to retire at 55 and was under the impression I had to wait until I was 59½ years old to avoid the 10% early withdrawal penalty on my retirement savings. I recently...

Q: I've been socking money away in CDs for our emergency fund, but I worry that when we eventually fill out financial aid paperwork for my daughter's college, the money will be considered in determining...

Q. A constant theme for retirement is to check your ratio of stocks and bonds to be sure you are on the right track. When I do that, should I be selling one and buying...

Q: Will I face a tax bill if I inherit stocks, bonds, or mutual funds? A: Death and taxes—few things are as certain, though in this case the link isn't always a simple one. When...