22 Feb I want to retire. Should I use the 4% rule?
Don't take too much from your savings so you don't run out of money....
21 Feb I inherited a house from my aunt. What inheritance tax is due?
The inheritance tax is based on your relationship to the deceased....
21 Feb I want to gift I Bonds to my grandchildren. How?
You can do it, but you may need help from their parents. ...
20 Feb My wife died. Should I change the deed to our home?
There are pros and cons to changing a home's deed after someone dies....
20 Feb My husband died. Who should get his benefits?
Certain assets are distributed by beneficiary designation, but there are other considerations. ...
17 Feb Do I have to pay taxes on my federal pension in N.J.?
New Jersey has a pension exclusion - if you qualify....
17 Feb Can I gift money for a house and deduct it on my tax return?
Gifts are not deductible to the donor, nor are they income to the donee....
16 Feb What happens to my Obamacare insurance when income goes up?
You may be eligible for help, but it's based on your level of income. ...
16 Feb I think my ex took from his 401(k) before we split it. What can I do?
During a divorce, each spouse has a right to review financial documents....
15 Feb I’m confused about in-kind IRA penalties. Help!
If you don't take out enough, the penalties are steep....