25 Oct How much can I save on taxes from the pension exclusion?
There are income cutoffs and other requirements to get this tax break....
Retirement
20 Oct Will I have to pay my wife alimony even though she can work?
Alimony may be due to maintain a spouse's pre-divorce lifestyle. ...
19 Oct My ex died. Can I take over his pension benefits?
There are several issues that will determine if you get payments. ...
19 Oct When do I have to take my first retirement distribution?
The rules have changed for when you must take money from a retirement account. ...
18 Oct I’m 24. How much should I save in my retirement plan?
Money you save when you're young will have a long time to grow. ...
15 Oct Is there a tax consequence to splitting an IRA in divorce?
You can transfer the money without paying tax, if you do it right. ...
14 Oct When can I get Social Security on my wife’s account?
You may be eligible for survivor benefits, but timing is key....
06 Oct How should I pay tax on a Roth IRA conversion?
Pay from an outside account? From the IRA? It depends....