27 Feb Has the IRS changed the rules for starting retirement distributions?
You can wait longer before taking your first retirement distribution....
Retirement
23 Feb What happens if Social Security benefits run out?
Changes will have to be made by Congress to this essential program. ...
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....
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....