13 Jun I converted an IRA to a Roth. When are the taxes due?
You don't want to underpay and owe penalties and interest. ...
29 May Can I use my annuity RMDs to fund a Roth IRA?
There are specific eligibility rules to invest in a Roth IRA....
28 May My wife inherited money. Am I due part if we divorce?
Certain assets are treated differently when a marriage comes to an end....
24 May I have a new job. Should I use the Roth 401(k)?
There are different tax consequences from Roths or traditional 401(k)s....
22 May With higher interest rates, should I be considering bonds?
A well-balanced portfolio has exposure across a wide array of investments....
21 May How much of my home will Medicaid take after I die?
Medicaid is required by law to try to recover money it spent for your care....
20 May Should I use a HELOC for an emergency fund?
Emergency funds should be kept in an easy-to-reach place....
09 May My wife is 51 and I’m 70. Can she get my Social Security?
Spouses can get Social Security under certain circumstances. ...
07 May I didn’t know my ex had a pension. What now?
The answer rests in your marital settlement agreement....
06 May How do I claim my deceased ex’s pension?
There are legal steps that must be taken as part of your divorce....