11 Apr What happens to 529 plan after a full scholarship?
You've got lots of options for unused 529 plan money. ...
11 Apr How does N.J. tax my IRA distribution?
It all depends on the kind of contributions in the account. ...
10 Apr We owe $6,700 in taxes. Will we have to pay penalties?
You may owe penalties if you've underpaid taxes through the year. ...
10 Apr Should I time the market or stay the course?
Through the volatility, pay attention to your goals and risk tolerance. ...
09 Apr When is it better to file a ‘married filing separately’ tax return?
Qualifying for the pension exclusion could be one reason to file separately....
09 Apr What happens to disability checks after someone dies
How to manage "income in respect of a decedent," or IRD....
08 Apr Is this couple getting the most from Social Security?
When you're married, you may have several strategies to consider. ...
08 Apr How are distributions from inherited IRAs taxed?
Your inherited IRA is probably subject to federal income tax. ...
05 Apr Will this maximize Social Security spousal benefits?
If you're married, you may get more out of Social Security. ...
05 Apr Are there tax implications for moving a 529 plan?
If it's a rollover, you can make the move with no tax consequences....