15 Apr Will my IRA make me ineligible for the Senior Freeze?
If you have too much income, you won't be eligible for the savings....
15 Apr I get disability. Will I get my husband’s Social Security one day?
Benefits calculations are very specific to your individual circumstances. ...
14 Apr How do I calculate tax on my retirement withdrawals?
It's important to record both pre-tax and after-tax contributions. ...
14 Apr Will my disability benefits change if I move to another state?
If you change states, it's the taxes you should watch out for. ...
11 Apr Can I buy real estate inside of my IRA?
There are very strict rules for property within a retirement account....
07 Apr Can I open a Roth IRA for my daughter?
You must meet certain criteria to be eligible for an IRA. ...
06 Apr My spouse doesn’t work. Can I contribute to her IRA?
A nonworking spouse can still have an IRA....
01 Apr My ex took a 401(k) plan worth $170K. Do I have recourse?
Your divorce agreement should detail what happens to retirement accounts. ...
31 Mar Can I use my IRA rollover as a 60-day loan?
If you miss the deadline, you could face taxes and penalties. ...
29 Mar Can my wife get higher Social Security benefits?
When you decide to claim benefits will affect how much you will get. ...