11 Dec Why would someone want to put an annuity inside an IRA?
Annuities aren't for everyone, but they can work for certain investors. ...
11 Dec I’m a Florida resident now. Will I owe the exit tax on my N.J. home?
The exit tax is really just an estimated tax withheld when you sell a home and leave the state. ...
10 Dec Will taking from a 401(k) mess up an unemployment claim?
Your retirement plan may help if you've lost your income. ...
10 Dec How does the inheritance tax work when there is a trust?
Rules for inherited IRAs changed significantly with the SECURE Act. ...
09 Dec If I rent after I sell my home, do I have to pay taxes on the profit?
Taxes owed on a home sale are determined by several specific rules. ...
09 Dec My parents died. What do we do with their timeshares?
Timeshares often end up becoming expensive headaches. ...
08 Dec When will I get a refund of the exit tax from my home sale?
Tax authorities had slowdowns because of the coronavirus pandemic. ...
08 Dec My ex died. Can I get back her part of my pension?
How a pension is treated in a divorce depends on the specifics of your agreement....
07 Dec How much can I take from inherited IRA without hurting my taxes?
There are new rules governing how when you must withdraw from an inherited IRA. ...
07 Dec What happens to couple’s Social Security when one dies?
You will get the higher of the two benefits but not both benefits. ...