Ask the Expert: Social Security options for a divorced retiree
Divorced people sometimes qualify for Social Security based on their former spouse's work record.
Ask the Expert: A single person selling an inherited house
In general, assets are inherited at their market value at the time of the deceased owner's death.
Ask the Expert: Is widow entitled to couple's exemption in home sale?
My parents purchased their house 48 years ago, paying $42,000. My father passed away in 2013. My mom just sold ...
Ask the Expert: What about the 60-day rollover rule for IRAs?
There is no annual limit on Roth IRA conversions.
Ask the Expert: Different rules for RMDs, Social Security
You may qualify for a waiver of a current Medicare premium surcharge if your current income is smaller than your income two years ago.
Ask the Expert: Calculating 2021 RMDs
Every year, your RMD is based on the previous year's Dec. 31 retirement account balance and your current life expectancy factor.
Ask the Expert: Capital gains and IRA contributions
Individual retirement account contributions must be made with earned income, such as wages, tips, professional fees and commissions.
Ask the Expert: Unemployment insurance and retirement income
Q: I am 65 years old and I was laid off. I'm moving my 401(k) into an IRA. Will using ...
Ask the Expert: More about 'in kind' required minimum distributions
Regarding your article about returning "in kind" Required Minimum Distributions from IRAs, if you withdrew 100 shares of stock worth ...
Ask the Expert: The cost of taking Social Security early
My wife is 62 and wants to take Social Security based on her employment record. I'm 65 and will wait ...