04 Apr I want to cash out annuity to pay reverse mortgage. What’s next?
It's smart to seek out a professional for big money decisions. ...
04 Apr What happens to income when someone leaves a nursing home?
If you have income, Medicaid will take its share....
03 Apr We’re selling a co-op. Will we owe the exit tax?
The exit tax is really just an estimated tax on the sale of a home. ...
03 Apr What is the statute of limitations on tax bills?
If you receive a collections notice, you need to do some research....
31 Mar Will I get the cost-of-living increases for Social Security?
Cost-of-living increases help retirees keep up with rising costs. ...
30 Mar I’m retiring and my pension loan lowers my payment. What to do?
Before you retire, make sure you understand what changes for any retirement plan loans. ...
29 Mar My wife’s deductions on our taxes are ‘liberal,’ Should I be worried?
When you file a joint return, both spouses are responsible for what's in it. ...
29 Mar Stores can’t add surcharges to debit cards, right?
There are rules for when and how a business can charge a surcharge....
28 Mar Can I get back tax paid to N.J. on retirement contributions?
Where you live is important when it comes to taxes already paid....
28 Mar What do I owe in tax on this inheritance from my mom?
The inheritance tax is based on your relationship to the person who died....