Answer: The IRS requires five-year holding periods before earnings can be withdrawn tax-free from Roth accounts. The ...

Some important documents are easily accessed online. But what other documents are vital, and how should they be stored?

My brother and I want to do the right thing for our younger brother and give him an equal share from our inheritance. I know ...

If your only asset is your 401(k), your beneficiary will receive that money even if the estate has bills to pay.

Liz Weston, Certified Financial Planner®, is a personal finance columnist for NerdWallet. Questions may be sent to her at 3940 Laurel Canyon, No. 238, Studio City, CA 91604, or by using the ...

Dear Liz: A parent recently wrote to you about a son who was being paid as a contractor. I know someone else who got a job that did not “take out taxes from his paycheck.” Such workers believe ...

Dear Liz: I have sold my family home recently after almost 50 years. I had done lots of improvements throughout those years. Due to a fire 15 years ago, all the documentation for these ...

Liz Weston, Certified Financial Planner, is a personal finance columnist for NerdWallet. Questions may be sent to her at 3940 Laurel Canyon, No. 238, Studio City, CA 91604, or by using the ...

Liz is a NerdWallet Columnist and Certified Financial Planner® whose goal is to help you get smarter about money so you can get on with your life. She's the author of five books including the ...

The nonpartisan advocacy group The Senior Citizens League predicts the 2026 COLA will be 2.1%, based on data from the Bureau ...