20 Dec Mom and daughter have a joint account. What happens to the money?
Joint accounts will be considered when someone needs Medicaid coverage....
19 Dec I’m 63 and thinking about retiring next year. What should I do?
Here's a to-do list before you take the plunge into retirement. ...
19 Dec My retirement income is $60K. Do I have to file a state tax return?
Even if you don't have to file with the state, you may need to file a federal return. ...
16 Dec I work from home. Can I deduct expenses for a home office?
If you work from home and you're an employee, you won't find tax savings. ...
16 Dec Are you allowed to take Social Security while still working?
Social Security may be taxed if you're working while collecting benefits. ...
14 Dec I bought I Bonds. How can I see the interest for penalty months?
I Bonds are still paying substantial interest to investors. ...
14 Dec How am I taxed if I sell a primary home for the second time?
Your home sale may be free of taxes if you meet certain criteria....
14 Dec My aunt has an annuity. What happens to the money if she dies?
Different types of annuities have varying payout options for beneficiaries....
14 Dec Will an inheritance change my alimony payments?
Several factors come into play to determine if alimony should change. ...
13 Dec My wife is a retired teacher. How is her pension taxed?
How much was contributed to the pension comes into play. ...