14 Dec How does a 401(k) loan affect my husband’s unemployment benefits?
Unemployment benefits should not be impacted by a 401(k) withdrawal. ...
11 Dec Why would someone want to put an annuity inside an IRA?
Annuities aren't for everyone, but they can work for certain investors. ...
10 Dec Will taking from a 401(k) mess up an unemployment claim?
Your retirement plan may help if you've lost your income. ...
08 Dec My ex died. Can I get back her part of my pension?
How a pension is treated in a divorce depends on the specifics of your agreement....
07 Dec How much can I take from inherited IRA without hurting my taxes?
There are new rules governing how when you must withdraw from an inherited IRA. ...
07 Dec What happens to couple’s Social Security when one dies?
You will get the higher of the two benefits but not both benefits. ...
26 Nov Are there fee-only advisors who do not manage assets?
You can find a financial planner who gives advice only and doesn't sell products. ...
25 Nov What’s the truth about penalties and taxes for a 401(k) withdrawal?
You may be able to avoid penalties for a coronavirus-related distribution. ...
25 Nov Will this pension be tax-free with a move to N.J.?
If you have income of less than $100,000, it may be free of tax. ...
24 Nov Should we keep this Medicare Advantage plan in force?
You have to review your anticipated costs to choose the the right plan for you. ...