26 Mar When I retire, will taxes be better in N.Y. or N.J.?
Taxes shouldn't be the only consideration when you choose a place to retire....
26 Mar Will Medicaid take my mom’s life insurance policy?
You can't have more than $2,000 in assets to qualify for Medicaid. ...
25 Mar What happens if I skip Senior Freeze for one year?
Funding for the Senior Freeze has been frozen because of coronavirus. ...
25 Mar For Medicaid, should parents put kids on joint account?
Shifting assets to prepare for Medicaid isn't a simple act. ...
24 Mar Can I invest profits from a home sale in an IRA?
There are limits to how much you can save in a Roth IRA. ...
24 Mar What happens to Social Security when a spouse dies?
The higher Social Security benefit will go to the surviving spouse....
23 Mar Must I sell stock for inherited IRA distribution with SECURE Act?
The new 10-year distribution rule for inherited IRAs gives investors some options. ...
23 Mar Can I deduct my charity work on my tax return?
You may be able to take a deduction on your charitable work if you itemize. ...
20 Mar How would Social Security benefits work when my husband dies?
There are several factors to consider when deciding how to take Social Security. ...
20 Mar How do we figure out the taxation of this retirement account?
Certain accounts are partly taxable. Here's how to do the math....