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When to Toss Tax Records

[QUESTION]How long do I need to keep my tax records in case I get audited? Are there some records I...

Meeting Your First RMD Deadline

[QUESTION]I turned 70½ last year, but I haven't taken the required minimum distribution from my IRA...

Estate Planning for Snowbirds

[QUESTION] I bought a condo in another state and plan to live there for a few months or more each year...

How to Make the Most of a Health Savings Account

[QUESTION]I've heard that the new health care proposals in Congress would expand the use of health...

Savings Accounts for Special-Needs Children

[QUESTION]When you wrote about ABLE accounts for children with special needs a few months ago, only...

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