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....
26 Aug When should my wife take a spousal benefit from Social Security?
Spousal benefits are calculated based on several factors....
25 Aug We just found money. Is it subject to Medicaid recovery?
Medicaid is required to recover funds from the estate of someone who received benefits....
25 Aug Can we take from an IRA now and then skip future years?
Before age 72, you're not required to take an IRA distribution. ...
24 Aug Why won’t this bank release my inherited funds?
A financial institution will in some cases freeze half of an account’s funds....