06 May What happens when you switch from Obamacare to Medicare?
Your subsidies will all depend on the timing for starting Medicare. ...
06 May I’m giving life insurance as a wedding gift. What should I know?
Life insurance premiums are cheapest when you are young. ...
05 May Can I use a 529 plan to pay for overseas education?
There are strict rules for using 529 plan funds for education. ...
05 May Who gets this house after spouse dies with no will?
Without a will, state law will determine who gets property. ...
04 May Do I make estimated tax payments on IRA payout?
Payments to the IRS are supposed to follow strict rules. ...
04 May I inherited a 401(k) but didn’t know it. What’s next?
Spouses have several options for retirement accounts if their partner dies....
03 May Is a N.Y. pension eligible for the pension exclusion?
If you have income of less than $100,000, you may be eligible for the pension exclusion. ...
03 May Am I entitled to my husband’s pension while he’s alive?
Spouses can often take smaller payments so their surviving spouse gets benefits, too. ...
30 Apr Do I have the right to know who my ex’s beneficiary is?
Ex-spouses may not have any standing when it comes to an ex's death. ...
30 Apr How does N.J. treat a coronavirus retirement distribution?
The state mirrors the federal government when it comes to tax treatment. ...