26 Nov My mother-in-law died. Do we have to file inheritance tax forms?
Inheritance tax is determined by the relationship of the deceased to the beneficiaries. ...
26 Nov Will Medicare or my employer plan cover my treatment costs?
You can coordinate benefits between Medicare and your other health plan....
25 Nov Will ‘Build Back Better’ eliminate the backdoor Roth IRA?
You've got time before this strategy is possibly eliminated....
25 Nov How can we retitle a car in N.J. from Pennsylvania?
It's important to know when state sales tax may be due....
24 Nov Should I open foreign bank account for higher interest rates?
There's a lot to know before you open a bank account overseas....
24 Nov I’m a teacher. How will my pension be taxed?
Taxation of your pension will depend on several factors. ...
23 Nov Who gets this life insurance after a divorced person dies?
Much will depend on the language of a divorce decree....
23 Nov My dad declared bankruptcy. What happens to mom’s credit?
Bankruptcy is an individual move, but spouses should be aware....
22 Nov I’m a senior. Will I have to pay taxes on this stock sale?
When you sell stock, you will probably owe capital gains taxes....
22 Nov Can we use this strategy to avoid capital gains taxes?
Gifting an account, then inheriting it, is a strategy that could work. ...