02 Jul Will mom have to pay taxes after a Roth IRA conversion?
A Roth conversion can cost you money now for tax-free income later. ...
02 Jul Grandma died two years ago. When will her will be settled?
If the executor isn't taking action, you can ask the court to step in. ...
01 Jul If my wife dies, do I have to pay her credit card bills?
It all depends on whether anyone cosigned the debt. ...
01 Jul I’m marrying my childhood sweetheart. What happens to Social Security?
Marriage can change your retirement benefits, so ask questions first. ...
30 Jun Here’s my plan to retire and pay off debt. Will it work?
There are many moving parts when you create a retirement plan. ...
30 Jun Can I get Social Security based on my ex’s earnings record?
You may qualify to get higher benefits based on your ex's records. ...
29 Jun Is there a penalty if I use my IRA to buy a home?
If you're over 59 1/2, there's no penalty but there are taxes. ...
29 Jun I inherited an IRA from my spouse. Can I convert it to a Roth IRA?
Your options for converting an inherited IRA are limited. ...
26 Jun Can I get unemployment if I’m already getting Social Security?
Unemployment eligibility is based on your past work history....
26 Jun Can my non-citizen spouse collect survivor benefits if I die?
There are several eligibility standards that must be met for survivor benefits. ...