17 Feb Can I use a COVID withdrawal to invest in a Roth IRA?
There are specific rules to follow when you have a CARES Act withdrawal....
Retirement
17 Feb How can I best manage the options in my 401(k) plan?
Some 401(k) plans have more investment choices than others. ...
16 Feb Are COVID withdrawals a way to get funds out of my costly 401(k)?
There are several strategies to get funds out of a 401(k) that has high fees. ...
15 Feb My ex-husband is a cop. When can I get my part of his pension?
The terms of a divorce agreement will dictate how pension benefits are paid. ...
12 Feb Must I have taxes withheld from my pension or IRA withdrawal?
You have some options when it comes to withholding taxes. ...
11 Feb Can I repay only part of my 401(k) COVID hardship withdrawal?
You can take three years to pay taxes owed on CARES Act 401(k) withdrawals. ...
11 Feb I’m divorced. Can I get my ex’s Social Security?
There are several eligibility requirements to get your ex-spouse's benefits. ...
10 Feb What will this tax law change do to my Social Security benefits?
The Windfall Elimination Provision is a formula used to adjust Social Security benefits for some people. ...