08 Jul How can you separate a Roth IRA’s principle and gain?
If part of a withdrawal is taxable, the calculation of the tax is complicated....
08 Jul My husband died. What should I do with his IRAs?
Spouses have an added bonus when it comes to an inherited IRA. ...
07 Jul I’m getting a divorce. What happens to retirement accounts?
New Jersey is an equitable distribution state. Here's what it means. ...
05 Jul What happens to Social Security after a divorce?
You may be eligible for a spousal benefit even after a marriage ends. ...
29 Jun Does a Roth conversion affect my eligibility for a Roth IRA?
A Roth IRA conversion means you'll have to pay the tax bill now. ...
25 Jun Can I do something to get higher Social Security benefits?
What you qualify for depends on your earning record and that of your spouse. ...
25 Jun How should I invest my son’s money from his dad’s death?
There are different kinds of accounts that can be used for a child's savings. ...
23 Jun Who gets this pension after a divorced person dies?
Your divorce paperwork will detail what happens to assets after a death. ...
22 Jun Is now a good time to buy I-bonds?
I-bonds could be a good move when inflation is on the rise. ...
21 Jun Can I convert some of my traditional IRA to a Roth?
Before you convert an IRA, be sure to know the consequences. ...