16 Dec What happens to Social Security disability when you turn 65?
Your benefits with Social Security can change when you reach age 65. ...
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16 Dec I found an account that wasn’t part of my divorce. What happens?
Equitable distribution doesn't include inherited assets under certain circumstances. ...
15 Dec Should I add my daughter’s name to my home’s deed?
There can be big ramifications for Medicaid and capital gains taxes....
15 Dec What’s the best way for a grandparent to set up a 529 plan?
When it comes to financial aid, it's important who owns a 529 plan. ...
14 Dec Can I get back the penalty charged on a 401(k) coronavirus withdrawal?
You shouldn't be charged a penalty on an early withdrawal because of the CARES Act. ...
14 Dec How does a 401(k) loan affect my husband’s unemployment benefits?
Unemployment benefits should not be impacted by a 401(k) withdrawal. ...
11 Dec Why would someone want to put an annuity inside an IRA?
Annuities aren't for everyone, but they can work for certain investors. ...
11 Dec I’m a Florida resident now. Will I owe the exit tax on my N.J. home?
The exit tax is really just an estimated tax withheld when you sell a home and leave the state. ...