20 Sep How does the pension exclusion cutoff work?
If you earn a penny over $100,000, you're not eligible for this tax break. ...
19 Sep I’m a union employee. Is this savings plan good?
Put together a retirement plan with multiple resources. ...
18 Sep Should we pay off our mortgage early if we can afford it?
There are pros and cons to paying off a mortgage early....
16 Sep I don’t need my IRA distributions. What next?
You have to take the distribution, but then you have options....
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....