12 Jul Running out of tax-deferred options?
Once you max out other plans, here are ideas for tax-advantaged investments. ...
11 Jul How your inheritance will be taxed
Inherited assets will have a step-up in basis, and this can save you in taxes. ...
11 Jul If you can’t pay your 401(k) loan
It will be costly if you can't pay back your 401(k) loan because of a job loss. ...
10 Jul The ‘exit tax’ for out-of-staters
The so-called exit tax is really an estimated tax payment. ...
10 Jul Paying for college after a divorce
Finding a way through the maze of college financial aid....
09 Jul I found cash in my parents’ house. What next?
Cash must be included as part of a deceased person's estate. ...
09 Jul IRA distributions when records are missing
If you're missing paperwork, here's how to figure your cost basis. ...
06 Jul Are you ready to be a landlord?
What to consider before you buy a rental property....
05 Jul Annuity inside an IRA? Consider this
If you want lower RMDs, look at this strategy. ...
03 Jul Why it matters what assets you leave to heirs
How you divide your assets will matter to your heirs....