22 Feb I want to retire. Should I use the 4% rule?
Don't take too much from your savings so you don't run out of money....
Retirement
17 Feb Do I have to pay taxes on my federal pension in N.J.?
New Jersey has a pension exclusion - if you qualify....
16 Feb I think my ex took from his 401(k) before we split it. What can I do?
During a divorce, each spouse has a right to review financial documents....
15 Feb I’m confused about in-kind IRA penalties. Help!
If you don't take out enough, the penalties are steep....
15 Feb What happens to Medicaid if mom gifts her IRA to her kids?
There is a five-year period where Medicaid will look at your finances....
13 Feb My mom gets SSI. Can I buy her a home to live in?
You want to make sure she isn't disqualified from her benefits....
10 Feb Should I work longer to qualify for Social Security?
If you have a government pension, you may not qualify for Social Security. ...
08 Feb Will my $80K pension be taxed when I retire?
It's possible you may owe no state income tax at all....