13 Sep How can I find out about my husband’s 401(k)?
Here are some strategies to open up the conversation. ...
13 Sep What’s the penalty for not taking an IRA distribution?
It's very costly to ignore your Required Minimum Distribution. ...
11 Sep How long to break even if I delay Social Security?
You have to consider your assets and your longevity before taking benefits. ...
11 Sep How does N.J. tax my out-of-state pension?
You won't be double-taxed by two states for your retirement income. ...
10 Sep Can my spouse take my Social Security benefits?
Your options for Social Security depend on when you were born. ...
04 Sep Can peace officers take money early from a Roth?
There is a special exemption, but not for Roth IRAs....
02 Sep Are these big changes for Social Security true?
Social Security will probably have big changes, but not yet. ...
30 Aug Are we double-taxed on Social Security benefits?
Here's a history of the taxation of Social Security. ...
27 Aug Can I use my IRA to buy a vacation home overseas?
There are specific rules about what you can invest in using an IRA....
23 Aug My parents are divorcing and mom doesn’t want his pension. Now what?
Don't let emotions get in the way of a fair financial settlement in divorce....