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. ...
Taxes
19 Nov What taxes will I owe on this COVID 401(k) distribution?
You have the option of spreading taxes over three years. ...
17 Nov How do I claim a retirement plan withdrawal on my taxes?
Withdrawals from most retirement plans are considered ordinary income. ...
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. ...
13 Nov I remarried. Should he put my name on his home’s deed?
When you remarry, there are considerations when it comes to asset ownership. ...
12 Nov My home’s assessment went up. What about the Senior Freeze?
Several factors are considered for eligibility for this tax break....
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. ...
10 Nov Are trust distributions really taxed at 37%?
The terms of the trust will determine how and when funds are paid to beneficiaries. ...