26 Jul How much can I gift each year without owing taxes?
Unless you have big money, you won't face a gift tax. ...
25 Jul Can I take from my IRA to pay off my daughter’s college loans?
Before you take from your IRA, consider the consequences. ...
25 Jul Can my mom put estimated tax payments on auto-pilot?
You can arrange for automatic withdrawals for taxes owed. ...
24 Jul Retiring early but waiting for a pension
Before you retire, consider all of your resources. ...
24 Jul What changes should I make to my portfolio?
There are many things to consider when planning for retirement. ...
23 Jul Should I gift my home to my kids or let them inherit?
There is a big difference in the taxes that may be faced....
23 Jul Has the Senior Freeze income cutoff been increased?
More people will now be eligible for property tax breaks. ...
22 Jul Will inheritance stop me from getting the pension exclusion?
It depends on what kind of inheritance is received. ...
22 Jul Who can sign for an incapacitated person?
It's important to have estate planning documents prepared before you need them....
19 Jul Can I appeal my Homestead Rebate application?
You can file an appeal but it may not be successful....