Retirement Articles
Practical explainers and guidance for retirement decisions.
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Can You Get Survivor Benefits From an Ex-Spouse?
Yes, in some cases you can receive Social Security survivor benefits from an ex-spouse's record. The main questions are usually whether the marriage lasted at least 10 years, whether the ex-spouse has died, your age or disability status, and whether remarriage changes the rule.
Retirement
Can You Claim Social Security on an Ex-Spouse's Record?
Yes, in some cases you can claim Social Security on an ex-spouse's record. The core questions are usually whether the marriage lasted at least 10 years, whether you are currently unmarried, whether your own benefit is smaller, and whether the ex-spouse is already entitled or the divorce has been final long enough.
Retirement
What Is a Roth IRA Conversion?
A Roth IRA conversion moves money from a traditional, SEP, or SIMPLE IRA into a Roth IRA, usually creating current taxable income in exchange for different tax treatment later.
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