News and advice on retirement and estate planning - MarketWatch

Retirement

My mom asked for a divorce. My dad made his mother his pension beneficiary — then took his own life. Now my mom and grandma are feuding. Who’s right?

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My mom asked for a divorce. My dad made his mother his pension beneficiary — then took his own life. Now my mom and grandma are feuding. Who’s right?

Read full story

Why your estate plan is not as buttoned up as you think it is

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My son told me that I’ve amounted to nothing and he doesn’t want anything to do with me. Should I cut him out of my will?

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How are taxes handled in an inherited trust?

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Avoid these 3 estate-planning mistakes and make probate cheaper and easier for your loved ones

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My mom asked for a divorce. My dad made his mother his pension beneficiary — then took his own life. Now my mom and grandma are feuding. Who’s right?

Wild stock-market swings are ‘emotionally and intellectually wearing’ on Wall Street

What the Fed’s surprise interest rate cut means for mortgage rates

Man who predicted the 2008 financial crisis says coronavirus may mean his bets of stock-market carnage are finally beginning to crystallize

I asked my troublesome daughter to leave home. She refuses to apologize for her bad behavior. Should I cut her out of my will?

Dalio said those who insured against coronavirus fallout could be ‘annihilated’

Mortgage rates hit all-time low amid coronavirus concerns: Freddie Mac

Stock losses deepen as benchmark government bond carves out record low under 0.90%

Beware—the IRS is watching if you’re thinking of fudging your taxes

Even a portfolio of 40% bonds won’t escape further coronavirus losses, MSCI says

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Opinion

Am I too old to take money from my IRA and put it into a Roth?

Mar. 4, 2020 at 12:41 p.m. ET by Dan Moisand

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Revocable Living Trusts: We Answer Your Questions About How They Can Help Your Estate Plan

Mar. 4, 2020 at 8:00 a.m. ET by Barron's

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Watch out for these IRS tax benefits — and red flags — at every stage of your life

Feb. 29, 2020 at 8:10 a.m. ET by Bill Bischoff

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Money mistakes to avoid if you remarry later in life

Feb. 26, 2020 at 5:00 a.m. ET by Jennifer Nelson

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Opinion

The Secure Act upended estate planning and taxes for a lot of people — here’s how to adapt

Feb. 25, 2020 at 10:09 a.m. ET by Keith Stevens

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Am I too old to take money from my IRA and put it into a Roth?

Feb. 22, 2020 at 11:26 a.m. ET by Dan Moisand

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Revocable Living Trusts Can Help Your Heirs Avoid Probate. Here’s How They Work.

Feb. 22, 2020 at 9:00 a.m. ET by Barron's

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Here’s one way to divide up items from a family estate that will keep everyone happy

Feb. 20, 2020 at 12:19 p.m. ET by Harry S. Margolis

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News and analysis for those planning for or living in retirement

Retirement news and analysis

Feb. 14, 2020 at 2:01 p.m. ET by Alessandra Malito

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The Stretch IRA Strategy Is Largely Gone. Here Are 5 Alternatives to Consider.

Feb. 8, 2020 at 8:30 a.m. ET by Barron's

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Has the Secure Act created financial insecurity in your life?

Feb. 7, 2020 at 2:11 p.m. ET by Keith Stevens

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How are taxes handled in an inherited trust?

Feb. 7, 2020 at 2:06 p.m. ET by Dan Moisand

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Weekend roundup: How to retire in a beautiful beach town on a budget

Feb. 7, 2020 at 9:05 a.m. ET by Philip van Doorn

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Under the new Secure Act, consider making these money moves with your IRA or 401(k)

Feb. 3, 2020 at 2:24 p.m. ET by Andrea Coombes

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Weekend reads: It’s only a matter of time before Tesla’s stock gets this huge support

Feb. 1, 2020 at 12:36 p.m. ET by Philip van Doorn

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My father, 93, married 4 years ago. He didn’t make a will and has dementia — my stepmother says she now owns everything

Jan. 25, 2020 at 8:46 a.m. ET by Quentin Fottrell

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Multiple marriages can make estate planning tricky. Here’s how to plan ahead

Jan. 24, 2020 at 2:11 p.m. ET by Dan Moisand

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Take steps now to provide for your pets in case you can’t

Jan. 21, 2020 at 9:17 a.m. ET by Brad Wiewel

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What Retirees Should Know Before Buying a Vacation Home

Jan. 18, 2020 at 9:00 a.m. ET by Barron's

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Ric Edelman: A Scaled-Up Gadfly

Jan. 17, 2020 at 12:42 p.m. ET by Barron's