15 Sep Is my plan to convert my IRA to a Roth a good strategy?
You'll need funds to pay taxes on a Roth conversion. ...
15 Sep Will money from stock sales hurt Social Security and Medicare?
Certain benefits can be affected if you have more income. ...
13 Sep What happens to 401(k), savings account after divorce?
Assets accumulated during a marriage will be subject to equitable distribution....
07 Sep What will happen to my 401(k) after company shuts down?
You still control your account, even if your employer closes up shop. ...
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. ...