06 Oct How should I pay tax on a Roth IRA conversion?
Pay from an outside account? From the IRA? It depends....
06 Oct Will our retirement income be excluded from taxes?
If you're eligible, you can save on taxes in retirement. ...
04 Oct When do I have to pay tax on a Roth conversion?
Financial planners often recommend you pay from a separate account. ...
29 Sep With a higher stock market, should I sell my investments?
Rebalancing your portfolio will keep you on track with your goals....
27 Sep What happens to these assets if Medicaid is needed?
To be eligible for Medicaid, you must have limited income and assets. ...
24 Sep I’m getting divorced. When will I get my husband’s pension?
Your divorce agreement will detail how a pension would be distributed....
17 Sep What happens to your 401(k) if you get fired?
You may lose some matching funds, but the account belongs to you. ...
17 Sep How can we maximize our Social Security benefits?
Married couples can increase their overall benefits with a plan. ...
16 Sep How is I-bond interest calculated?
I-bond interest has two different components....
16 Sep This 401(k) withdrawal was wrongly penalized. What can we do?
If the IRS made a mistake, you can fight and win. ...