03 Feb I just inherited money. How should I arrange the accounts?
Remember asset allocation, diversification and the rules for inherited IRAs. ...
31 Jan I’m getting remarried. What happens to Social Security benefits?
There could be changes to your benefits if you get remarried....
30 Jan I was getting my ex’s pension and he died. Now what?
Several items determine what happens to a pension after someone dies. ...
29 Jan When does it make sense to file as head of household?
There are certain rules you have to follow to use this filing status....
28 Jan My college student had income I didn’t know about. What now?
The IRS will catch up with people who don't report their income. ...
28 Jan Will my kids have to pay the inheritance tax?
The relationship of the deceased and the beneficiary determines the inheritance tax. ...
27 Jan Do I have to report ANCHOR on my tax return?
The IRS treats the ANCHOR payment as a "recovery."...
27 Jan My kid is upset he’s not my executor. What should I do?
In the end, you can choose who you trust, even if someone isn't happy about it. ...
23 Jan How can seniors get help with taxes for free?
There is free help from volunteers trained by the IRS. ...
22 Jan I’m thinking of moving around and traveling. Where will I be a resident?
Determining where you really live, for tax purposes, is important....