22 Sep Will I have to share my dad’s estate with my siblings?
A will or state law will determine how an estate is distributed. ...
21 Sep How can I give to charity after I die?
You can set up a trust that will give money to your favorite organizations. ...
21 Sep Do I owe taxes on my gambling jackpot?
Taxability will depend on your overall income level and tax bracket. ...
20 Sep What do we owe in taxes when we sell this home?
Capital gains treatment is different when it comes to a vacation home. ...
20 Sep I’m executor and the heirs won’t sign off on a will. What now?
An executor has a duty to follow the wishes of the deceased....
17 Sep What happens to your 401(k) if you get fired?
You may lose some matching funds, but the account belongs to you. ...
17 Sep How can we maximize our Social Security benefits?
Married couples can increase their overall benefits with a plan. ...
16 Sep How is I-bond interest calculated?
I-bond interest has two different components....
16 Sep This 401(k) withdrawal was wrongly penalized. What can we do?
If the IRS made a mistake, you can fight and win. ...
15 Sep Is my plan to convert my IRA to a Roth a good strategy?
You'll need funds to pay taxes on a Roth conversion. ...