While Social Security survivor benefits can help ease the financial burden of day-to-day expenses in the wake of a spouse’s death, the rules surrounding them aren’t so straightforward.

As Florida is (by far!) the top retirement destination in the U.S., we assembled this guide detailing what you should know before deciding to make your move.

If dispersing money to charity and acting with tax efficiency in mind are two of your financial objectives, consider a QCD (qualified charitable distribution).

If you’re saving money in a 401(k) or traditional IRA for retirement, you’ll need to familiarize yourself with RMDs and associated rules.

Withdrawing your retirement funds in a tax-efficient manner, selecting which accounts to draw from and when, can help you preserve additional wealth.

Here’s everything you need to know about Roth IRA conversions, including the circumstances making this investment strategy most appealing.

Choosing whether to take a lump-sum pension offer or monthly payment plan (annuity) is a highly personal decision—and not always so clear-cut.

Is the house you have your eye on part of an HOA? Read this article before you buy to better understand potential implications.

While you can continue working and receive Social Security benefits simultaneously, doing so can temporarily reduce the dollar amount of your monthly check.