23 Mar Spouse wants to cash in on Social Security
The rules for collecting spousal benefits from Social Security. ...
23 Mar Figuring cost basis after a merger
When companies change ownership, know the tax implications. ...
15 Mar Should we leave N.J. for lower taxed state?
Deciding if you can afford to live in New Jersey after retirement. ...
12 Mar Filing taxes after your spouse dies
It's all about income level and timing if a spouse has died....
06 Mar Sharing a bank account with a minor
Account ownership has some challenges for minor children. ...
05 Mar IRA withdrawals and the pension exclusion
The pension exclusion has a hard cliff, so you have to plan. ...
01 Mar Pay cap gains tax or risk market downturn?
Consider the cost of selling long-term investments. ...
28 Feb Filing for Social Security survivor benefits
How Social Security survivor benefits work when you're younger. ...
22 Feb When is Social Security taxable?
Taxability of Social Security has several factors....
16 Feb When IRAs make your tax bill go higher
Strategies to avoid a tax bill from required IRA distributions....