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....
03 May What kind of income does the pension exclusion consider?
You could end up owing nothing for state income taxes. ...
26 Apr Should I take from inherited IRA to buy a vacation home?
Tapping retirement funds for real estate can have many consequences....
18 Apr Mom died. How can I check if she had a retirement plan?
Put on your detective hat and follow the clues....
17 Apr Are the income rules for pension exclusion the same as Senior Freeze?
Income limits change for different state programs. ...
17 Apr What do I need to know about converting to a Roth IRA?
You'll pay taxes now in exchange for a tax-free account in the future....
15 Apr My wife doesn’t have Social Security. How can she get my benefit?
If you're married, you can strategize to maximize your benefits....
10 Apr Will my IRA distribution be subject to income tax?
Your tax burden will depend on income levels and more. ...