A reader who is 74 has started a new job and plans to contribute to the 401(k) plan there. Does he need to take required minimum distributions from his former employer’s 401(k) plan?

A durable power of attorney is not accepted by the Social Security Administration. Instead, you’ll need to name a “representative payee” to act on your behalf.

To avoid financial errors, you need to understand how an investment product works and be aware of fraud. Also, be sure you know where you can find unbiased educational resources.

By one report, 56 million private-sector workers do not have access to a retirement plan at work. What are some options when it comes to saving for retirement?

According to the IRS, there are more than 1.3 million people who have not claimed 2022 tax refunds worth an estimated $1.2 billion, and the filing deadline is April 15.

A donor must file a gift tax return if the gift in any particular year is above the annual “exclusion amount,” which is $19,000 for 2026.