09 Apr I’m 69 and working. Can I save to an IRA?
You can save in certain retirement plans as long as you meet certain qualifications....
05 Apr Can I transfer my RMD from my IRA into a Roth IRA?
Not so fast. The feds want their taxes first. ...
02 Apr Can I get Social Security from a domestic partnership?
Domestic partnerships offer protections and planning for some couples. ...
01 Apr My house gained in value. What happens to my reverse mortgage?
You can tap your equity, but make sure you understand the agreement. ...
28 Mar How can I save for both retirement and college?
Data breaches are all too common, so what can you do to protect yourself?...
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....