07 Sep What will happen to my 401(k) after company shuts down?
You still control your account, even if your employer closes up shop. ...
07 Sep I have union insurance. Will I need Medicare Part B?
If you have several insurance options, think carefully about Part B....
06 Sep How can I ensure my property is split up correctly when I die?
Your will can dictate how your property will be distributed. ...
06 Sep What happens if someone refuses to pay the inheritance tax?
Executors are personally liable for the tax if they turn over any property before the tax is paid. ...
03 Sep How can I pay the least in taxes on my IRA withdrawals?
Your overall tax situation will determine the best strategy....
03 Sep Can my divorced daughter get her ex’s 401(k) funds tax-free?
The divorce decree should detail how a 401(k) plan would be divided....
02 Sep Can I save to IRAs owned by my adult children?
It's important to make sure they qualify and that they haven't saved, too. ...
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. ...