03 Sep How can I pay the least in taxes on my IRA withdrawals?
Your overall tax situation will determine the best strategy....
03 Sep Can my divorced daughter get her ex’s 401(k) funds tax-free?
The divorce decree should detail how a 401(k) plan would be divided....
02 Sep Can I save to IRAs owned by my adult children?
It's important to make sure they qualify and that they haven't saved, too. ...
31 Aug Can I get Social Security from my wife and myself at the same time?
When you apply for benefits, you will get the higher of your own or your spousal benefit. ...
26 Aug When should my wife take a spousal benefit from Social Security?
Spousal benefits are calculated based on several factors....
25 Aug Can we take from an IRA now and then skip future years?
Before age 72, you're not required to take an IRA distribution. ...
24 Aug She doesn’t have a workplace retirement plan. How can she save?
If you don't have a plan at work, an IRA may be the answer. ...
18 Aug How does Social Security calculate my benefits?
Your earning history and your age are two important parts of the calculation. ...
13 Aug Could Congress abolish the Roth IRA?
Roth IRAs have come under criticism after a report about millionaires taking advantage. ...
11 Aug Can my husband’s ex still get part of his 401(k) and pension?
A court would have to decide based on the marital settlement agreement. ...