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January 2015
Monthly Archives
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Squabble between sisters brewing over sale of inherited home
Sisters with different goals inherit a home.
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Sending your Required Minimum Distribution (RMD) directly to charity
You may be able to save tax dollars by donating your Required Minimum Distribution (RMD) directly to charity.
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Juggling 529 plans for three kids to pay for college without borrowing… yet
If you’re the owner of a 529 plan, you have several options for beneficiary changes if you need them.
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Taking a pension now or later
When you take a pension will normally make a big difference in your monthly payment.
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Gifting assets to lower estate tax burden
Gifting money before you die can be a great way to lower estate taxes, but the move isn’t without consequences.
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A safe and sound investment with a 12% return?
Safe and sound and 12% don’t fit in the same investment sentence.
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Does my income count this year or last year?
When your boss sends your payment versus when you receive the check — it matters for your tax return.
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How not to go broke: Ideas for a great 2015
Keeping up with the indexes isn’t as important as it may seem.
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My pension: a lump sum or a monthly payment?
A lump sum might sound attractive, but it’s not always the best pension option.
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