23 Apr I’m buying a house for my daughter. How should I do it?
Before making a move, consider your overall estate plan. ...
23 Apr Can Medicaid take money from a death settlement?
The kind of settlement is essential in determining whether Medicaid will be involved. ...
22 Apr Can I avoid taking money from an inherited IRA?
The rules for when you take money from inherited IRAs have changed. ...
22 Apr We moved. Do we qualify for the Senior Freeze?
You need to plan ahead when it comes to relocating and the Senior Freeze. ...
21 Apr We’re buying a house for cash. Will we owe capital gains tax?
You may qualify for a valuable capital gains exclusion. ...
21 Apr Can I undo an IRA contribution that isn’t deductible?
You have several options when it comes to IRA contributions. ...
20 Apr What are the pros and cons of transferring a home’s title?
Transferring a home's title to a child may have unintended consequences. ...
20 Apr How does the exit tax work if you are getting divorced?
The exit tax isn't an extra tax, but an estimated tax on the capital gain from a home sale. ...
19 Apr My ex died. Will any of his assets come to me?
Your divorce agreement will cover what happens when an ex-spouse dies. ...
19 Apr How long will it take to double my retirement savings?
Time, and a diverse portfolio, will help you build future wealth. ...