11 Mar Deducting interest on a home equity line of credit
Taking an interest deduction even without tax forms from your bank....
10 Mar Long-term planning for a disabled child
You can use a trust help care for a disabled or special needs child when you're gone. ...
10 Mar Mutual fund distributions and your tax return
Don't get a tax surprise because you own a mutual fund....
09 Mar Can I get umbrella insurance if I don’t have car insurance?
Why umbrella insurance is an important part of any financial plan. ...
09 Mar Do I qualify for college tax breaks?
There are some very helpful college tax deductions and credits -- if you qualify. ...
06 Mar Ideas to pay for a grandchild’s college
A 529 Plan is a smart way to save for a grandchild's college education. ...
06 Mar Are my retirement accounts safe from creditors?
Retirement accounts are treated differently from other assets....
05 Mar Confusion over pre- and after-tax contributions
Sleuthing to determine the taxation of a retirement account...
05 Mar When a 529 Plan beneficiary dies
The penalty for a non-qualified withdrawal is waived in the case of death....
04 Mar Juggling several home options, choosing domicile for retirement
Deciding to rent or buy, and in what state you should make your permanent residence, has big money consequences in retirement. ...