28 Sep If I take from my 401(k), what happens with state taxes?
New Jersey does not follow the helpful federal tax rules under the CARES Act. ...
Retirement
24 Sep We moved overseas. Can my wife get survivor benefits from Social Security?
Several qualifications need to be met to get survivor benefits. ...
18 Sep Can I get unemployment if I take early retirement?
Certain types of severance may delay or disqualify you from benefits. ...
18 Sep What taxes will I pay if I move my retirement account to a Roth IRA?
Be careful when you do a rollover transaction. ...
17 Sep Will this strategy help my Roth IRA conversion be tax-free?
Roth conversions will lead to taxes owed depending on your overall situation. ...
16 Sep Will a 401(k) withdrawal put me in a higher tax bracket?
The CARES Act makes an early withdrawal from a retirement account a little less painful. ...
16 Sep Will getting unemployment hurt my Social Security benefits?
Unemployment benefits are not considered earned income for Social Security. ...
15 Sep I want to transfer my 401(k) to a Roth IRA. Are there downsides?
Watch out for unintended consequences if you convert to a Roth IRA. ...