02 Sep What’s the best way to save for my grandchildren?
A 529 plan is an effective tax-advantaged way to save for college. ...
01 Sep If you write your own will, is it legal?
Under certain circumstances, you can write your own will. But should you?...
01 Sep If I gift my IRA distributions, what are the tax liabilities?
Your IRA distributions will be taxed, but not in every circumstance. ...
31 Aug What happens if we don’t take Medicare Part B?
You could face penalties if you delay taking Part B....
31 Aug Can I get Social Security from my wife and myself at the same time?
When you apply for benefits, you will get the higher of your own or your spousal benefit. ...
30 Aug We are retiring. Do we qualify for the pension exclusion?
More people will be eligible for this tax break in 2021....
30 Aug Can an umbrella policy protect me from my ex-spouse?
Umbrella insurance offers certain protections in the case of a lawsuit. ...
27 Aug Will an inheritance hurt my son’s financial aid for college?
Probably, but it will depend on how the funds are transferred to him....
27 Aug N.J. says I owe more taxes. Should I pay while I fight?
When you fight the taxing authorities, penalties and interest could build. ...
26 Aug I have $120K in parent loans. Can I transfer them to the student?
So many families are drowning in student loan debt....