18 Mar I sold stocks but I don’t know the cost basis. What can I do?
You can follow the breadcrumbs to find what you need for your tax return....
Retirement
07 Mar I’m divorced and have cancer. Can I get more from my ex?
There may be options for more money, but the details matter. ...
05 Mar How should I pay tax on Roth IRA conversion?
Lump sum? Estimated taxes? Here's a look at the choices. ...
05 Mar I cashed out my pension money. What’s the tax?
Your overall tax bill will depend on your income and other data points. ...
28 Feb Can I take my RMDs from annuities all from one account?
If you mess up your RMD, you could face costly penalties....
16 Feb How much tax will I have to pay on my pension?
Several issues come into play when determining your tax liability....
15 Feb How can I make sure gifts I give my kids go to an IRA?
Helping people save is a nice thought, but it's not always easy....
13 Feb I have three IRAs and I need a distribution. Help?
Keep your IRA records so you don't end up being taxed twice....