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. ...
Retirement
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. ...
22 Feb Can I go after my ex’s IRA to get back alimony payments?
You'll need to go to court to try to get your ex to catch up on alimony payments. ...
19 Feb How can I get a fair price for a coin collection?
You need to do research to make sure you're an educated seller. ...