Browsing: spousal

As a result of the passage of the Social Security Fairness Act of 2023 (SSFA) (signed into law on January 5, 2025), it is now possible…

Thousands of FERS employees will be retiring or leaving federal service over the next few months. They are retiring under several types of retirement including immediate…

Contemplating his spousal inherited Roth 401(k) optionsgetty There are differences in handling a spousal Inherited Roth 401(k) versus an inherited Traditional 401(k). When you have a…

Wife holds wedding ringgetty Should you rollover a spousal inherited IRA or just leave it? This is likely just one of the many decisions that has…

Feeling overwhelmed with spousal inherited 401(k)getty The considerations for your spousal inherited 401(k) are extensive and can be overwhelming, especially during a time of grieving. The…

When a spouse passes away, the financial implications can be overwhelming, especially for those unfamiliar with estate planning or tax rules. Spousal inheritance planning is a…

Dear Penny, My wife is a Russian-born citizen of the United States. She lived with me here in America for over 10 years, but has now…