18 Apr Mom died. How can I check if she had a retirement plan?
Put on your detective hat and follow the clues....
17 Apr Are the income rules for pension exclusion the same as Senior Freeze?
Income limits change for different state programs. ...
17 Apr What do I need to know about converting to a Roth IRA?
You'll pay taxes now in exchange for a tax-free account in the future....
15 Apr My wife doesn’t have Social Security. How can she get my benefit?
If you're married, you can strategize to maximize your benefits....
10 Apr Will my IRA distribution be subject to income tax?
Your tax burden will depend on income levels and more. ...
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?
You can borrow money for college but not for retirement. ...