04 May How much of my traditional IRA can I convert to a Roth?
A Roth IRA can be a valuable strategy for retirement savings....
Retirement
29 Apr How can I estimate my Social Security benefits?
The Social Security Administration has sevral tools to help you estimate benefits. ...
29 Apr Should I have residency in N.J. or Florida to save on taxes?
Taxes are not the only issue when you choose a state in which to live. ...
28 Apr Can I take from my IRA to make a 2019 contribution?
A few things have changed for IRAs because of the CARES Act. ...
27 Apr What are the rules when a beneficiary inherits an IRA?
The SECURE Act changed how you must take distributions from inherited IRAs?...
24 Apr Should I take my Social Security or my spousal benefit?
You have to do the math to see which benefit will be higher. ...
23 Apr How to avoid breaking ‘wash sale’ rules after selling stock
If you buy a stock too soon, you will lose some tax benefits. ...
22 Apr If I remarry, what happens to my survivor benefit?
You have several options for Social Security if you remarry. ...