Ask the Expert: The pros and cons of Roth conversions
Roth withdrawals are tax- and penalty-free after you're 59½ years old and have owned the account for five years.
Discounts, other incentives help small business survive, experts say
It's wise to look for alternatives rather than jumping to straight discounting, says Nicole Penn, president of EGC Group, a marketing and digital services firm in Melville.
Ask the Expert: Taking Social Security early
I stopped working at 62, but didn't take Social Security then. My retirement age to collect full Social Security is ...
Video conferencing comes with security risks
Users can take steps to take safety measures as platforms, including Microsoft Teams and Zoom, work to address vulnerabilities.
Ask the Expert: Taxes, relief payments during COVID-19
The deadline for filing federal and NYS income tax returns has been moved to July 15. If I owe taxes, ...
Ask the Expert: What if I've already taken an RMD for 2020?
At the end of March, 2020 required minimum distributions (RMDs) were suspended by the CARES Act. This allowed people to ...
Ask the Expert: The 2020 RMD law and Roth conversions
A 2020 Roth conversion is worth considering if you can afford it.
Ask the Expert: Coronavirus relief bill changes RMDs
It's always prudent to minimize retirement account withdrawals in a bear market to the extent that you can.
Ask the Expert: Leaving an IRA to a minor beneficiary, Part 3
What's the best way to leave my IRA to my 2-year-old grandson? (Part 3) Under new rules, your grandchildren must ...
Ask the Expert: Leaving an IRA to a minor beneficiary, Part 2
There's no perfect strategy for leaving an IRA to a minor.