02 Feb Do I have to give my ex half of my home’s value?
Depending on the specifics of a divorce agreement, you could end up in court....
02 Feb When do I have to take my first IRA distribution?
The rules surrounding IRA distributions have changed in recent years. ...
01 Feb Will Medicaid try to recover money from a 55-year-old patient?
By law, Medicaid has to try to recover funds from the estates of recipients....
01 Feb Mom has dementia. How do I manage her finances?
Start by having a discussion with your parent so they understand that you are trying to help....
31 Jan I have a joint account with my son. I added $35K. Is tax due?
It's important to understand how gifting rules could come into play....
31 Jan I inherited 2 IRAs. When do I have to take money from the accounts?
The rules for IRAs have changed. Don't make a costly error....
30 Jan What happens to Social Security if I get married?
Your marital status can have an impact on what benefits you may receive. ...
30 Jan My adult son receives SSI. Should he be a dependent on my tax return?
You'll have a choice to make if he qualifies as a dependent. ...
27 Jan Our co-op bought new windows. Can we get a tax break?
New energy efficient windows can mean tax savings if you qualify....
26 Jan How soon will I get my ex-husband’s pension?
If you're due a pension in divorce, when you get the money will depend on several factors....