19 Jan Can I put money into an IRA while drawing Social Security?
To save in an IRA, you need to have earned income and be otherwise eligible. ...
18 Jan Should I sell losing investments for help on my tax return?
If you have losses in your investment portfolio, consider tax strategies....
18 Jan How will N.J. tax our home sales after we move to Florida?
Whether you're a resident or not, N.J. wants its piece of your profits....
17 Jan I’m not claiming Social Security yet. Will I get the 8.7% COLA?
Social Security recipients are getting a big raise this year thanks to inflation....
17 Jan How much is the executor commission on this $3.24M estate?
State law sets what you can charge as an executor commission....
16 Jan Who should own this 529 plan? Grandma or her living trust?
529 plans are a tax-advantaged way to pay for college costs....
16 Jan Do Class C and D beneficiaries pay inheritance tax on retirement accounts?
Who pays inheritance tax is based on the relationship to the deceased....
13 Jan I received a foreign check. How can I cash it?
Cashing a check from an overseas bank may take lots of extra time. ...
12 Jan I’m applying for Social Security. How long should my wife wait?
Spousal benefits may be a way to maximize what you get from Social Security....
11 Jan How do I find an estate planning attorney I can trust?
Several websites offer search engines to find estate planning attorneys....