Unfortunately, there is no way to avoid a potential increase in Medicare premiums caused by the Required Minimum Distribution (RMD). Medicare premiums are not ...
Withdrawing your 529 funds for the entire year’s expenses, rather than just the Fall term, would be risky. In order to be a qualified withdrawal (i.e., not taxe...
In your situation, it appears that you’ve added your domestic partner to your employer-provided benefits so that your domestic partner can take advantage of a w...
As you know, our tax system (federal and states) is a pay as you go system, meaning that the tax authorities expect that you will pay your taxes throughout the ...
While we aren’t able to provide financial planning advice, the conventional wisdom is to take money out of taxable retirement accounts first, such as a traditio...
