Q: What is the smart play on my 457(b) retirement plan, which has a $600,000 balance? I’m retiring at 54 and wonder if I should roll it over into an IRA or keep it in...

Q: I am 71 and retired. I will be getting a $30,000 lump sum that I can either pay the taxes on and roll to a Roth, or roll into my IRA without paying taxes...

Q. I retired from the U.S. Navy a few years ago and then took a job in private industry that included medical coverage for my wife and me. I also have the military's Tricare coverage...

Q: My wife and I started taking required distributions of $1,600 a month from our retirement accounts. We'll need the money in five years to redo our house, at a cost of $30,000, and want...

Q: Both my name and my son's name are on a deed for a home I purchased for him. I paid cash so there is no mortgage. I was considering removing my name from the...

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...