16 Nov What happens to mom’s reverse mortgage if she dies?
When a reverse mortgage holder dies, the mortgage comes due and must be paid. ...
16 Nov Can I convert this IRA to a Roth to leave tax-free inheritance?
Before you convert an IRA, consider the tax consequences and your cash flow. ...
13 Nov I remarried. Should he put my name on his home’s deed?
When you remarry, there are considerations when it comes to asset ownership. ...
12 Nov Can I extend the gift tax exclusion through the entire year?
You have both an annual gift tax exclusion and a lifetime one, too. ...
12 Nov My home’s assessment went up. What about the Senior Freeze?
Several factors are considered for eligibility for this tax break....
12 Nov What happens to my disability when I turn 62?
You have several options as you reach Social Security eligibility. ...
11 Nov We’re newly retired teachers. Will a 401(k) affect our Social Security?
Your overall income can impact how Social Security is taxed. ...
11 Nov Does my friend need to pay his dead wife’s credit card bill?
You may be responsible for a spouse's debt. It's all in the details. ...
10 Nov We have jobs. Can we take from our 401(k) plans without penalty?
The CARES Act gives some investors the opportunity to withdraw funds without penalty. ...
10 Nov Are trust distributions really taxed at 37%?
The terms of the trust will determine how and when funds are paid to beneficiaries. ...