09 Jan I convert funds to a Roth IRA every year. Can we talk taxes?
Estimated taxes can save you from underpayment penalties....
08 Jan What happens to stored embryos in a divorce?
The courts will first look to documents, which may spell out what happens. ...
05 Jan My husband left his assets to our daughter. What can I do?
There are laws to protect a spouse when their partner in marriage dies....
03 Jan I’m retiring at 56. How will my retirement income be taxed?
IF you're not a senior, you won't find as many tax savings....
02 Jan Does my bank interest get the pension exclusion?
Depending on your age and income level, you might be free of state tax....
01 Jan My parents are getting divorced. Should they still live together?
Deciding to divorce is about more than the financial issues....
22 Dec Will Medicare costs rise if I cash out my 401(k) to buy CDs?
CD rates are higher, but watch for unintended consequences....
20 Dec How can I buy out my teacher’s pension?
Pension buyouts can be smart, and there are several options....
14 Dec Should I use an in-kind transfer for my RMD?
You need to be sure to take out enough to avoid the penalties....
12 Dec I had a one-time income jump and Medicare rose. What can I do?
You can apply for a one-time exception, but there are no guarantees....