02 Dec How to take Required Minimum Distributions from multiple accounts
If you have multiple IRA accounts, your RMD must reflect all your balances....
Retirement
01 Dec Should we use retirement accounts for college bills?
You can borrow money for college, but not for retirement. ...
25 Nov Getting the most from Social Security when you’re married
There are strategies to maximize your Social Security benefits when you're married. ...
21 Nov Choosing between a Roth 401(k) or a traditional 401(k)
If your employer offers a Roth 401(k) and a traditional 401(k), here's what you need to consider. ...
20 Nov How Social Security benefits are taxed, and what changes if you work
The taxation of Social Security benefits can be confusing, especially if you still work....
19 Nov How long to keep old financial statements
You don't have to keep all those papers forever -- mostly. ...
17 Nov Can I use my IRA to pay for college?
Even if you can take IRA funds to pay for college, there may be better options. ...
14 Nov Taxable income and changes for Social Security benefits
Your Social Security benefits are determined by your earned credits over time....