05 Mar When a 529 Plan beneficiary dies
The penalty for a non-qualified withdrawal is waived in the case of death....
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04 Mar Juggling several home options, choosing domicile for retirement
Deciding to rent or buy, and in what state you should make your permanent residence, has big money consequences in retirement. ...
03 Mar What is the dreaded AMT?
More than you ever wanted to know about the Alternative Minimum Tax. ...
03 Mar Leaving your estate to a baby
You can leave your estate to a baby, but be sure to do it the right way. ...
02 Mar How often should I take Required Minimum Distributions (RMDs)?
Deciding when to take Required Minimum Distributions is an important part of your retirement plan. ...
02 Mar Tax-smart gifting to a grandchild
How you gift assets -- and which assets you gift -- will have differing tax consequences....
27 Feb Should I pay off my mortgage?
You have to think numbers and emotions if you're considering a mortgage payoff....
26 Feb Helping your child build good credit
You can help your kids build good credit by adding them as authorized users on your card. ...