18 Jan What’s the best investment for a new retirement account?
Think low fees and a diverse mutual fund. ...
11 Jan Should I take Social Security now or wait until age 70?
The longer you wait, the more you'll get, but when will you break even?...
10 Jan What will we owe in capital gains on our home sale?
Primary residences are taxed differently than second or investment homes. ...
07 Jan Do I have to share my husband’s Social Security with his ex?
Your benefits won't change if your ex's spouse also receives them. ...
06 Jan Will my Social Security benefits be reduced if I work?
There are several things that determine the amount of your monthly benefit....
05 Jan What are my options for payouts from my inherited IRA?
Much depends on when you inherited the account. ...
04 Jan How do I take distributions from his twice-inherited IRA?
Making mistakes with IRA distributions can be very costly. ...
31 Dec I just learned of a forgotten account. How can I get the money?
Forgotten money will eventually go to the state's unclaimed funds department. ...
30 Dec I’m disabled. Can I get Social Security from my ex?
You can't received both benefits at the same time. ...
29 Dec I was taxed twice on my retirement withdrawal. What can I do?
You can file amended tax returns, but you need supporting records. ...