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The Lucky 37

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Although the IRS imposes income tax on the Social Security benefits of certain senior citizens, the majority of states don't. In fact, only 13 states tax Social Security benefits, and many of these have more generous income thresholds than the IRS....

Executor Decision

It’s an important question: Who can be trusted to take care of your estate when you’re gone? When you pass away and your will is accepted for probate, your executor “steps into your shoes,” meaning he or she can perform all the legal tasks you used to do....

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401(k) Rumblings

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The 401(k) plan has been in the news of late, as lawmakers have turned their focus on the tax system. In order to increase current tax revenue (without having to “raise” tax rates), one proposal being floated is that employee contributions to such plans would no longer be on a “pre-tax” basis....

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Planning as a Singleton

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At some point in your life, you may find yourself living alone. It could be in your apartment when you get your first job after college. It could be after a divorce in midlife or in old age after the death of a spouse. Regardless of your age or relationship status, living alone carries unique financial circumstances....