18 Jun How long to keep a dead person’s paperwork?
Here's a guide for keeping - and tossing - important paperwork....
18 Jun My IRA grows but my RMDs get smaller. Why?
You don't have much control over your minimum IRA distributions....
15 Jun Will I owe taxes if I consolidate my accounts?
Watch out for tax liabilities if you consolidate certain accounts....
14 Jun Is our emergency fund big enough?
Why there's no one answer to the right amount of money for emergencies....
14 Jun Does a step-up in basis apply to trusts?
Understanding what happens to investments when they're inherited....
13 Jun Can I garnish my ex’s pension for child support
If you're owed child support, there are several ways to get paid. ...
13 Jun Does my pension erase survivor benefits?
Your state pension can limit what you can receive in government benefits....
12 Jun How 529 plans can hurt financial aid
Ownership of a 529 plan and when you use the money matters....
12 Jun Funeral trusts aren’t as simple as you think
When you're applying for Medicaid, some choices can't be changed....
11 Jun Will I owe the ‘exit tax’ when I sell my home?
The so-called 'exit tax' isn't really a tax....