28 Dec Why won’t the bank release part of this inherited account?
Banks must follow certain rules with accounts held by people who died. ...
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26 Dec How can I maximize my kids’ inheritance from these IRAs?
There are strategies to use, but the IRS will want its part eventually. ...
25 Dec I own a home with a partner. Do we both full ANCHOR benefits?
The ANCHOR benefit pays up to $1,750 to homeowners and $700 for renters. ...
24 Dec Can I save on taxes when I sell my second home?
It depends on whether you ever rented out the home. ...
23 Dec How much can I gift my kids for the holidays?
You can give as much as you want, but you may have to report it to the IRS....
20 Dec I inherited this IRA and annuity. When do I have to take the money?
There are several factors that determine how you should treat inherited assets. ...
20 Dec How often should I check my portfolio now that Trump was elected?
If you're in it for the long-term, the presidency doesn't really matter. ...
19 Dec How much will I owe in state tax on this inherited IRA?
If it's not a Roth, the government will want its tax bite....