24 Nov Should we keep this Medicare Advantage plan in force?
You have to review your anticipated costs to choose the the right plan for you. ...
Retirement
23 Nov I was laid off from Rutgers. Should I retire or take unemployment?
Unemployment will consider vacation and sick pay when determining benefits. ...
20 Nov Should I get rid of this annuity for another investment?
Annuities can be expensive, but you should look at the bigger picture....
19 Nov What happens to my 401(k) loan now that I left my job?
Loans from a 401(k) usually have to be repaid if you leave your job. ...
19 Nov What taxes will I owe on this COVID 401(k) distribution?
You have the option of spreading taxes over three years. ...
16 Nov Can I convert this IRA to a Roth to leave tax-free inheritance?
Before you convert an IRA, consider the tax consequences and your cash flow. ...
12 Nov What happens to my disability when I turn 62?
You have several options as you reach Social Security eligibility. ...
11 Nov We’re newly retired teachers. Will a 401(k) affect our Social Security?
Your overall income can impact how Social Security is taxed. ...