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Read Past Q&As

Topic:  
I will be turning 62 this year. Where can I start learning about my social security options and what is best for me to do since I plan to continue working full time and contributing to my 401(k)? How does Medicare work if I continue to work and have medical insurance through my employer?
Submitted Jun 24, 2022
credit cards--Do I close a credit card with a zero balance if I just opened another one? I no longer want to use the old one or should I put a freeze on it but leave it open. Which open is best for my credit score. I have a very high credit score, and I don't want to lower it.
Submitted Jun 21, 2022
My father passed away recently. How do I find out where the funds from his 401k went when he retired? I am the beneficiary on all of his accounts. The plan administrator did not include disbursement information regarding the recipient.
Submitted Jun 2, 2022
Hello Money Doctor, We are both 58 y/o. our gross income is $158,517 for 2021 Our tax bracket is 22%. Our monthly spending is approx $5000-6000 monthly. We have approx 1.4M IRA/403, $225, 000 Roths each, $145,000 Cash brokerage & wife has a $67,000 cash value pension. I'm retired since 2014 with a $5000 net pension for life and free health coverage for life.No debt...
Submitted Jun 18, 2022
Is it possible to add more to last years 401k (2021) this year before tax returns are due like you can with IRAs? I'm Married, but file separately I made about $140,000 for 2021 My wife made about $100,000 for 2021 Thanks
Submitted Mar 15, 2022
Does a transfer of cash from a canada bank to a united states bank result in a foreign currency exchange loss transaction that would be considered a section 988 capital loss...and be reported on IRS form 8949?
Submitted Apr 14, 2022
I inherited my wife's 401k on the date of her death (i.e. 3/19/2022). My wife was born on 5/22/1950. As her spouse, am I able to use her age to determine RMDs that I need to take from this inherited account. I am 74 and have my own 401K that I am currently taking RMDs based upon my age. Do I need to maintain her account separate from my own in order to take the RMDs...
Submitted May 6, 2022
I am 53..i invest 4%..of my paycheck every 2 weeks..how can i get more bang for my buck..should i invest more?
Submitted Jun 14, 2022
If I am quit claim deeded a property from my grandparents estate/trust will there be any tax implications?
Submitted Mar 30, 2022
I'm a U.S. citizen living overseas. My U.S. credit report results are "You have no accounts reported." Is there any way that I can use this to my advantage?
Submitted Apr 9, 2022

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