Question: My husband is 77 and I also will be 77 in five days. What if we pulled all our money out of my husband’s 401(k) (~$200,000) and my IRA (~$30,000) and put the cash into our home [...]

The rules around retirement plans have always been much too complicated and the SECURE Act has exacerbated the situation. Back in the day, your parents or grandparents may have worked for the [...]