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....
11 Dec My I Bond earned interest. How is it calculated?
It's not a straightforward calculations because of penalty rules....
11 Dec How can I find my spouse’s Social Security number?
You may find the information in old documents on file....
08 Dec Are there any more stimulus payments from COVID?
If you haven't filed tax returns, there could be money waiting....