Q: I am 73 years old and receiving a required minimum distribution (RMD) of approximately $18,000 a year from my individual retirement account. Since I pay income tax on this distribution, can I simply redeposit...

Q: I'm drawing my full Social Security benefit, which I qualified for at age 66. My wife is 54, so I will most likely pass away before she does. My monthly benefit is approximately $2,380,...

Q: I've read a couple of your articles on converting a traditional individual retirement account to a Roth IRA. Would such a conversion add to the income included in calculating the tax I owe on...

Q: My brother is using a quitclaim form and adding me back to the deed for the house we grew up in. No money is changing hands. What are the tax implications, if any? —Rich...

In a few small steps.

Q: I’m turning 65 and have signed up for Medicare Part A. I plan on working at my company for the next two years. It offers group health insurance that is primary to Medicare. Is...