25 Feb We are in our late 70s. Should we convert our IRAs to a Roth?
There are many advantages to converting a traditional IRA to a Roth. ...
24 Feb My job ended our 401(k). How do I invest the money?
Act quickly so the funds are not considered a taxable distribution. ...
23 Feb Can I use company stock to pay back a 401(k) COVID withdrawal?
If you pay back the money, you won't have any tax liability. ...
22 Feb Can I go after my ex’s IRA to get back alimony payments?
You'll need to go to court to try to get your ex to catch up on alimony payments. ...
19 Feb How can I get a fair price for a coin collection?
You need to do research to make sure you're an educated seller. ...
17 Feb Can I use a COVID withdrawal to invest in a Roth IRA?
There are specific rules to follow when you have a CARES Act withdrawal....
17 Feb How can I best manage the options in my 401(k) plan?
Some 401(k) plans have more investment choices than others. ...
16 Feb Are COVID withdrawals a way to get funds out of my costly 401(k)?
There are several strategies to get funds out of a 401(k) that has high fees. ...
15 Feb My ex-husband is a cop. When can I get my part of his pension?
The terms of a divorce agreement will dictate how pension benefits are paid. ...
12 Feb Must I have taxes withheld from my pension or IRA withdrawal?
You have some options when it comes to withholding taxes. ...