Can I claim 50% of my husband’s Social Security now — and switch to my higher benefit at 70?
“I would like to offer a piece of advice for women who are or have been married.”
My friend’s mother died. Can she stop Medicaid from taking the family home?
“She has contacted the mortgage company, but they will not discuss the mortgage.”
‘It’s a double-edged sword’: My husband got a $42,000 bonus. Will it wipe out our Affordable Care Act subsidy?
“We were advised to return the bonus and take out a home-equity loan.”
I’m 63, a retired CPA with a $1.2 million 401(k). Do I need to bother with a Roth conversion?
“I don’t expect my marginal tax rate to be materially different in the future.”