16 Feb I think my ex took from his 401(k) before we split it. What can I do?
During a divorce, each spouse has a right to review financial documents....
15 Feb I’m confused about in-kind IRA penalties. Help!
If you don't take out enough, the penalties are steep....
15 Feb What happens to Medicaid if mom gifts her IRA to her kids?
There is a five-year period where Medicaid will look at your finances....
13 Feb My mom gets SSI. Can I buy her a home to live in?
You want to make sure she isn't disqualified from her benefits....
10 Feb Should I work longer to qualify for Social Security?
If you have a government pension, you may not qualify for Social Security. ...
08 Feb Will my $80K pension be taxed when I retire?
It's possible you may owe no state income tax at all....
08 Feb I’m getting an inheritance. Should I keep saving for retirement?
How much you plan to spend in retirement is an essential factor....
06 Feb Can someone on disability also get Social Security survivor benefits?
There is no double-dipping with these federal benefits....
03 Feb What’s the best way to identify a high quality annuity?
You can find highly rated annuities. Just make sure they're right for you....
02 Feb When do I have to take my first IRA distribution?
The rules surrounding IRA distributions have changed in recent years. ...