20 Sep How long do you have to be married for Social Security?
Social Security survivor benefits follow several rules. ...
20 Sep How does the pension exclusion cutoff work?
If you earn a penny over $100,000, you're not eligible for this tax break. ...
19 Sep I’m fighting with my mom’s executor. What can I do?
The executor must give you a copy of the will so you can see its provisions. ...
19 Sep I’m a union employee. Is this savings plan good?
Put together a retirement plan with multiple resources. ...
18 Sep Should we pay off our mortgage early if we can afford it?
There are pros and cons to paying off a mortgage early....
18 Sep Can a nursing home make me spend down an IRA?
If you work with an attorney, you may be able to shield some assets from Medicaid. ...
17 Sep How long do I have to keep filing federal tax returns?
Unless you only have certain types of income, the IRS will come calling. ...
17 Sep We’re selling our home to our son for cheap. Is it a gift?
Not all gifts will be taxable, but you do have to report it to the IRS. ...
16 Sep What taxes and fees are owed on this home sale?
If it's a second home, your tax liability will be different. ...
16 Sep I don’t need my IRA distributions. What next?
You have to take the distribution, but then you have options....