21 Apr I have to take an RMD. Will this strategy help me save on taxes?
Some tax-saving strategies also have downsides for your finances....
20 Apr Can I stop taking Social Security once I’ve already started?
You can make changes, but you'll have to give some money back. ...
12 Apr Can I do anything to prolong withdrawals from inherited IRA?
The SECURE Act changed the way you must take withdrawals from inherited IRAs....
11 Apr I’m giving my daughter a brokerage account. How to choose?
The right kind of brokerage account depends on your needs - and fees....
10 Apr How can I get a high interest rate with a traditional bank?
Online only banks almost offer higher interest rates than brick-and-mortar ones. ...
07 Apr My son trades crypto. What needs to be on his tax return?
The IRS is taking a closer look at cryptocurrency exchanges....
05 Apr I’m self-employed. Can I save more in a Solo 401(k)?
The IRS sets retirement plan contribution limits each year....
04 Apr I want to cash out annuity to pay reverse mortgage. What’s next?
It's smart to seek out a professional for big money decisions. ...
31 Mar Will I get the cost-of-living increases for Social Security?
Cost-of-living increases help retirees keep up with rising costs. ...
30 Mar I’m retiring and my pension loan lowers my payment. What to do?
Before you retire, make sure you understand what changes for any retirement plan loans. ...