05 Mar Confusion over pre- and after-tax contributions
Sleuthing to determine the taxation of a retirement account...
Retirement
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. ...
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. ...
27 Feb Should I pay off my mortgage?
You have to think numbers and emotions if you're considering a mortgage payoff....
25 Feb Giving college money to kid after you divorce, and the tax burden
If you don't stay within certain rules, a money transfer can cost a lot in taxes. ...
24 Feb A widower’s options for Social Security
If you lose your spouse, you can be eligible for a widow/widower benefit from Social Security. ...
20 Feb The rules for RMDs if you’re still working
Before you take a Required Minimum Distribution from a retirement account, make sure you understand the rules. ...
16 Feb How to analyze a mutual fund
Before you buy a mutual fund, here's what you should investigate....