05 Oct I think my mother left a retirement account to me. How can I find out?
Retirement accounts pass by beneficiary designation and not under a will,...
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05 Oct After divorce, what taxes will I owe on this home sale?
Several issues come into play when selling a home after a divorce....
02 Oct Will our daughter’s old creditors come after money we gift her?
Old debts can come back to haunt you, so protect your assets. ...
02 Oct What’s needed to transfer this inherited stock account?
You will need documentation as required by the financial institution. ...
01 Oct I took money from my 401(k). Can I get back the taxes withheld?
You may have to wait until you file your tax return to reconcile the funds. ...
01 Oct Do I have to take money from my 401(k) or IRA in 2020?
The CARES Act allows you to skip your Required Minimum Distribution in 2020. ...
30 Sep How can I find out if my credit has been compromised?
Data breaches are all too common, so what can you do to protect yourself?...
30 Sep Will my N.Y.S. pension be taxed if I move to N.J.?
The law prevents your pension from being taxed by two states. ...