19 Apr I retired early. Can I still take the pension exclusion?
You must meet age and income requirements to qualify for this tax break. ...
Retirement
18 Apr How will these retirement withdrawals be taxed?
If your payment includes after-tax contributions, it is not taxed....
15 Apr Will my IRA make me ineligible for the Senior Freeze?
If you have too much income, you won't be eligible for the savings....
15 Apr I get disability. Will I get my husband’s Social Security one day?
Benefits calculations are very specific to your individual circumstances. ...
14 Apr How do I calculate tax on my retirement withdrawals?
It's important to record both pre-tax and after-tax contributions. ...
14 Apr Will my disability benefits change if I move to another state?
If you change states, it's the taxes you should watch out for. ...
11 Apr Can I buy real estate inside of my IRA?
There are very strict rules for property within a retirement account....
07 Apr Can I open a Roth IRA for my daughter?
You must meet certain criteria to be eligible for an IRA. ...