08 Oct How should I take payouts from my deceased brother’s 401(k)?
The rules for inherited IRA distributions changed going into 2020. ...
07 Oct Will my Social Security be lowered if I take from my 401(k)?
Social Security defines income in a way that could affect how benefits are taxed. ...
06 Oct What’s the smartest way to lower debt in retirement?
Balancing debt with your cash flow is essential for retirement planning. ...
06 Oct I inherited an IRA. What’s the best way to take out money?
The rules for how to take inherited IRA distributions has changed. ...
01 Oct I took money from my 401(k). Can I get back the taxes withheld?
You may have to wait until you file your tax return to reconcile the funds. ...
01 Oct Do I have to take money from my 401(k) or IRA in 2020?
The CARES Act allows you to skip your Required Minimum Distribution in 2020. ...
28 Sep If I take from my 401(k), what happens with state taxes?
New Jersey does not follow the helpful federal tax rules under the CARES Act. ...
24 Sep We moved overseas. Can my wife get survivor benefits from Social Security?
Several qualifications need to be met to get survivor benefits. ...
18 Sep Can I get unemployment if I take early retirement?
Certain types of severance may delay or disqualify you from benefits. ...
18 Sep What taxes will I pay if I move my retirement account to a Roth IRA?
Be careful when you do a rollover transaction. ...