Category: Retirement

  • How is the sale of a house taxed?

    Most people own more than one home during their lives. How is the sale of a house taxed? Making News… We frequently produce Q&A columns…

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  • Major changes to Social Security: How do they affect you?

    Making News… We  produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Nerd Wallet among others. Here is…

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  • Is it better to leave a 401(k) account with a former employer or roll it over to an IRA?

    Making News… We  produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Nerd Wallet among others. Here is…

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  • Can you count on Social Security?

    Many times in life, we find ourselves riled up about a rumor we hear which may or may not be true. Rumors, not facts, raise…

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  • Can I just live off interest?

    Making News… We  produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial…

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  • Overlooked aspects of Roth accounts

    “Tax free earnings”- that sure has a nice ring to it!  Roth IRAs and Roth accounts in retirement plans such as 401(k)s and 403(b)s are…

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  • What happens to my IRA money after I die?

    What Happens to My IRA Money After I Die? Making News… We  produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street…

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  • Should I convert to a Roth IRA?

    Making News… We  produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial…

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  • How to stay happy in retirement

    Making News… We  produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial…

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