27 Mar I’m confused about tax from my Roth IRA conversion
When you convert to a Roth, you'll have to pay a tax bill. ...
26 Mar My ex was getting my pension. He died. Do I get it back?
The details of what happens to your pension will depend on the specifics. ...
19 Mar Can I use a HELOC as an emergency fund?
Experts say you should keep three to six months of expenses handy....
18 Mar Does a Roth conversion count as income for the Senior Freeze?
Many kinds of income are considered when you apply for this benefit. ...
18 Mar I sold stocks but I don’t know the cost basis. What can I do?
You can follow the breadcrumbs to find what you need for your tax return....
07 Mar I’m divorced and have cancer. Can I get more from my ex?
There may be options for more money, but the details matter. ...
05 Mar How should I pay tax on Roth IRA conversion?
Lump sum? Estimated taxes? Here's a look at the choices. ...
05 Mar I cashed out my pension money. What’s the tax?
Your overall tax bill will depend on your income and other data points. ...
28 Feb Can I take my RMDs from annuities all from one account?
If you mess up your RMD, you could face costly penalties....
16 Feb How much tax will I have to pay on my pension?
Several issues come into play when determining your tax liability....