13 Aug Could Congress abolish the Roth IRA?
Roth IRAs have come under criticism after a report about millionaires taking advantage. ...
12 Aug What happens to this IRS debt when a person dies?
If the deceased died with no assets, then the IRS is out of luck,...
12 Aug What happens to taxes if I move to Florida and my wife stays in N.J.?
The main reasons people change their resident state are taxes and retirement. ...
11 Aug I need cash. Should I try a reverse mortgage or just move?
As home prices soar, renting could be an option for improving cash flow. ...
11 Aug Can my husband’s ex still get part of his 401(k) and pension?
A court would have to decide based on the marital settlement agreement. ...
10 Aug Is identity theft insurance worth the money?
These days, identity theft is a real risk for just about everyone. ...
10 Aug I’m 75 and still working. What happens to my retirement plans?
The rules surrounding Required Minimum Distributions (RMDs) can be complicated. ...
09 Aug I overpaid my estimated taxes. Can I get a refund now?
Some taxpayers need to pay estimated taxes to avoid extra penalties. ...
09 Aug Can I avoid capital gains tax when I sell this home?
It matters if you're the owner of record when you sell a home. ...
06 Aug What happens to taxes and payouts with an IRA in a trust?
The SECURE Act changes how IRA distributions are made. ...