03 Dec I got a raise. How should I change my tax withholding?
It's smart to review your withholding when you have a change in pay. ...
03 Dec Should I refinance or get a reverse mortgage for home improvements?
There are many ways to tap the equity in your home. ...
02 Dec I’m 94. Can I still buy an annuity within my IRA?
Annuities can be right for some investors, but they're not for everyone....
02 Dec My employer eliminated my life insurance. Can I deduct the loss?
Life insurance is an important part of your financial plan. ...
01 Dec My wife died. Should I sell our primary home?
There are many considerations before you decide to sell a home....
01 Dec With no SALT deduction, should I move to Florida?
Taxes shouldn't be the only reason to consider a move. ...
30 Nov Do I have to pay tax on this inheritance from my aunt?
The inheritance tax is based on the relationship between the beneficiary and the deceased....
30 Nov I have an inherited IRA. How soon do I have to take distributions?
The rules for new inherited IRA distributions have changed. ...
29 Nov Can I collect Social Security from my first husband?
Several factors come into play before you can receive a spouse's benefit....
29 Nov Social Security stopped my death benefits. Was that correct?
Payouts of death benefits follow very specific rules....