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. ...
23 Nov I was laid off from Rutgers. Should I retire or take unemployment?
Unemployment will consider vacation and sick pay when determining benefits. ...
20 Nov Should I get rid of this annuity for another investment?
Annuities can be expensive, but you should look at the bigger picture....
19 Nov What happens to my 401(k) loan now that I left my job?
Loans from a 401(k) usually have to be repaid if you leave your job. ...
19 Nov What taxes will I owe on this COVID 401(k) distribution?
You have the option of spreading taxes over three years. ...
16 Nov Can I convert this IRA to a Roth to leave tax-free inheritance?
Before you convert an IRA, consider the tax consequences and your cash flow. ...