20 Nov Should I get rid of this annuity for another investment?
Annuities can be expensive, but you should look at the bigger picture....
Retirement
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. ...
10 Nov We have jobs. Can we take from our 401(k) plans without penalty?
The CARES Act gives some investors the opportunity to withdraw funds without penalty. ...
06 Nov We’re divorcing. What will happen to this 401(k)?
Equitable distribution will determine who gets what in a New Jersey divorce. ...