Don’t miss these top money and investing features:These money and investing stories, popular with MarketWatch readers over the past week, can give you greater knowledge about the financial markets’ current condition as you monitor your portfolio and plan ahead. Plus, check out several short videos about whether to include bitcoin and other cryptocurrency in your…
Q: I took advantage of the 2020 RMD rule and returned what I had taken from my IRA thinking there would be no taxes. I just got a 1099-R showing the full RMD. That can’t be right. How do I correct it? —Pauline A.: Pauline, If the 1099-R is incorrect, you will need to contact…
My wife and I will be retiring in five years. We have lived in colder northern Midwest states for most of our lives and are ready to live in warmer and drier climes! We will have an annual combined income of $44,000 from Social Security. We will also have approximately $600,000 total in my 403(b)…
Achieving herd immunity through mass vaccination involves a delicate — sometimes tricky — dance with side effects, public opinion and virus variants. All three are unpredictable, and can turn when you least expect it. The rollout of coronavirus vaccines has not been without challenges, but the government’s goal to not rely on just one vaccine…
Dear Quentin, I have dated my fiancée for just over three years. Within those three years, I have been severed from a job and spent two years unemployed looking for a new job. I have a new job, making roughly 75% of what I previously made, but it is a more than livable salary. My…
Dear Quentin, Last year, in February, my fiancée’s stepfather passed away. After his passing, my fiancée’s mother asked both her and me to raise her younger sons, as we had recently purchased a new home, have degrees and will be able to provide a great area for their education, such as help with homework and…
Dear Quentin, I’m wondering if I am paranoid, or if I have reason to feel used. My wife and I have two kids and own a home. We have had rocky moments throughout our marriage, but we are hanging in there. In 2019, I took a sales job thinking it would lead to more pay.…
Dear Quentin, My mother is dying of cancer and doesn’t have much longer to live. Her current husband told me that they sought counsel to establish a will, and all of her assets are going to me and my two brothers. 1. When is it a good time to ask about her will? 2. To…
Dear Quentin, My husband signed a car lease for a friend. He told me he was co-signing because his friend had bad credit even though I objected to that and asked why his friend can’t just buy a used car. Then at the last second, my husband told me that his friend’s credit “was so…
Dear Quentin, I just found out that my parents (who are in their mid 80s) have named my sister as their successor trustee, and executor of their estate and wills. They have also put her name on all their financial accounts “in case something happens to us.” I have no reason to suspect my sister…