24 Apr I’m retiring soon. Should I convert my 401(k) to a Roth?
Roth conversions can be a powerful tool - in the right circumstances. ...
24 Apr I won at a casino and I’m disabled. What happens now?
A win is a win, but it may have consequences. ...
26 Mar I won a jackpot. Will I really lose SSI benefits?
Needs-based programs can be affected by unexpected income. ...
20 Mar Should I use a Roth 401(k)?
Each eligible taxpayer should consider the short- and long-term consequences. ...
20 Mar Can I have both Roth and traditional IRAs?
You can have both, but you can only save so much in each during the same tax year. ...
26 Feb Should I start to worry about an AI bubble?
Headlines about AI stocks abound. What does it mean to your portfolio?...
19 Feb Will I get alimony if I went back to work?
Several things come into play to determine an alimony payment. ...
13 Feb Is SIPC insurance better than FDIC?
You get certain protections if a bank goes out of business. ...
13 Feb Should my accountant and financial planner work together?
Your financial professionals should work as a team for your benefit. ...
13 Feb How do I figure the tax on my retirement account distribution?
Some retirement accounts have a different basis for federal and state tax purposes....