12 Feb Must I have taxes withheld from my pension or IRA withdrawal?
You have some options when it comes to withholding taxes. ...
11 Feb Can I repay only part of my 401(k) COVID hardship withdrawal?
You can take three years to pay taxes owed on CARES Act 401(k) withdrawals. ...
11 Feb I’m divorced. Can I get my ex’s Social Security?
There are several eligibility requirements to get your ex-spouse's benefits. ...
10 Feb What will this tax law change do to my Social Security benefits?
The Windfall Elimination Provision is a formula used to adjust Social Security benefits for some people. ...
08 Feb My wife died so my daughter receives survivor benefits. Am I eligible?
Not everyone is eligible for benefits when someone dies. ...
05 Feb Can I skip my 2021 IRA distribution because of COVID?
Retirement account distributions were suspended in 2020 because of the coronavirus. ...
04 Feb I inherited an annuity. How soon do I have to take the money?
New laws have changed when some inherited accounts must be emptied....
01 Feb Can creditors get my money if I roll my 401(k) to an IRA?
401(k) and IRA accounts have different protections from creditors. ...
29 Jan Can I still save the max to an IRA with a 401(k) rollover?
Data breaches are all too common, so what can you do to protect yourself?...
28 Jan Can I get Social Security from my ex-spouse?
You may be eligible for benefits if you meet certain criteria. ...