17 Sep Will this strategy help my Roth IRA conversion be tax-free?
Roth conversions will lead to taxes owed depending on your overall situation. ...
16 Sep Will a 401(k) withdrawal put me in a higher tax bracket?
The CARES Act makes an early withdrawal from a retirement account a little less painful. ...
16 Sep Will getting unemployment hurt my Social Security benefits?
Unemployment benefits are not considered earned income for Social Security. ...
15 Sep I want to transfer my 401(k) to a Roth IRA. Are there downsides?
Watch out for unintended consequences if you convert to a Roth IRA. ...
14 Sep What will this 401(k) withdrawal mean for my divorce?
Your 401(k) will probably be treated as a marital asset. ...
11 Sep I was offered voluntary severance. Can I get unemployment benefits?
It depends what kind of severance package you receive. It may be considered income. ...
09 Sep I had a 401(k) withdrawal. What’s taxable under the CARES Act?
You may be able to avoid penalties and some taxes too. ...
08 Sep Can my wife and I both take from our 401(k)s under the CARES Act?
Under certain circumstances, you can qualify for a penalty-free withdrawal....
07 Sep Are fractional shares a smart way to start investing?
Buying fractional shares is the latest craze in investing. ...
07 Sep Can I get unemployment if I take money out of my 401(k)?
You will need to speak to an agent who can review your claim. ...