05 Mar Can I fund an IRA to qualify for the pension exclusion?
If you earn more than $100,000, you are not eligible for this tax break....
Retirement
04 Mar What happens to my benefit if my ex gets my Social Security?
Your benefit won't change if an ex-spouse gets Social Security on your record. ...
03 Mar How do I transfer this 401(k) to an IRA without a tax impact?
When you have an account with a Roth component, it will take several steps. ...
02 Mar Should I end my relationship with my financial advisor?
Trust is at the heart of a good relationship with a financial advisor. ...
01 Mar When do I have to empty this inherited IRA?
The SECURE Act has changed how inherited IRA distributions are timed. ...
25 Feb We are in our late 70s. Should we convert our IRAs to a Roth?
There are many advantages to converting a traditional IRA to a Roth. ...
24 Feb My job ended our 401(k). How do I invest the money?
Act quickly so the funds are not considered a taxable distribution. ...
23 Feb Can I use company stock to pay back a 401(k) COVID withdrawal?
If you pay back the money, you won't have any tax liability. ...