This Is When (and Why) You Need a Financial Advisor

Q: How do I know when I need a financial advisor? I can choose between targ...
Q: How do I know when I need a financial advisor? I can choose between target-date funds and index funds that just track the market, and there are robo-advisors out there if I want more...

Will Giving My Niece Money for Her IRA Trigger a Tax Bill?

Q. My niece is in her mid-20s and working part time, making about $15,000 p...
Q. My niece is in her mid-20s and working part time, making about $15,000 per year. Can I give her a gift of $5,500 to put into a Roth IRA without increasing her taxes for...

How Can I Reduce the Tax Bite on IRA Withdrawals?

Q: I have about $40,000 in an IRA which I do not need. I am 78 and would li...
Q: I have about $40,000 in an IRA which I do not need. I am 78 and would like to do something with it before the end. I know if I take it all out...

How Do the Extra Medicare Premiums for High Earners Work?

Q: I received a letter from the Social Security Administration saying that ...
Q: I received a letter from the Social Security Administration saying that because my income for 2015 was above the limit of $85,000, I will pay an additional fee of $53.50 per month for Medicare...

The Best ETFs For Your Child's College Savings

Q: My daughter turned 5, and I've set up a 529 account for her and a custod...
Q: My daughter turned 5, and I've set up a 529 account for her and a custodial account as well. What are some of the best ETFs I can buy for her to get the...

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