24 May I have a new job. Should I use the Roth 401(k)?
There are different tax consequences from Roths or traditional 401(k)s....
22 May With higher interest rates, should I be considering bonds?
A well-balanced portfolio has exposure across a wide array of investments....
21 May How much of my home will Medicaid take after I die?
Medicaid is required by law to try to recover money it spent for your care....
20 May Should I use a HELOC for an emergency fund?
Emergency funds should be kept in an easy-to-reach place....
09 May My wife is 51 and I’m 70. Can she get my Social Security?
Spouses can get Social Security under certain circumstances. ...
07 May I didn’t know my ex had a pension. What now?
The answer rests in your marital settlement agreement....
06 May How do I claim my deceased ex’s pension?
There are legal steps that must be taken as part of your divorce....
03 May What kind of income does the pension exclusion consider?
You could end up owing nothing for state income taxes. ...
26 Apr Should I take from inherited IRA to buy a vacation home?
Tapping retirement funds for real estate can have many consequences....
18 Apr Mom died. How can I check if she had a retirement plan?
Put on your detective hat and follow the clues....