Can You Undo an IRA Withdrawal?
Want a do-over? Be sure to act fast.
Want a do-over? Be sure to act fast.
Can I Use My Required Distribution to Fund a Roth IRA?
Q: I am 73 years old and receiving a required minimum distribution (RMD) of...
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...
How Much Social Security Would My Wife Get as a Survivor?
Q: I'm drawing my full Social Security benefit, which I qualified for at ag...
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,...
This Roth IRA Move Can Create a Massive Tax Headache
Q: I've read a couple of your articles on converting a traditional individu...
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...
What Are the Tax Implications of Using a Quitclaim Deed?
Q: My brother is using a quitclaim form and adding me back to the deed for ...
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...
Interest Rates Are Rising. Here's How to Take Advantage
In a few small steps.
In a few small steps.
Do I Need Medicare Part B While I'm Still Working?
Q: I’m turning 65 and have signed up for Medicare Part A. I plan on working...
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...
