Beer Liz Weston: New 529 rule lets savers move unused college money into retirement accounts by admin July 29, 2023 by admin July 29, 2023 Dear Liz: I have about $3,000 left in my daughter’s 529 college savings plan. My ex-wife has… 0 FacebookTwitterPinterestEmail
Beer Liz Weston: Is that money you’re earning from a real business or a hobby? IRS has rules by admin July 22, 2023 by admin July 22, 2023 Dear Liz: After accepting a layoff in exchange for a separation package earlier this year,… 0 FacebookTwitterPinterestEmail
Beer Liz Weston: What are some options to get out from under crushing reverse-mortgage debt? by admin July 15, 2023 by admin July 15, 2023 Dear Liz: Our elderly father took out a reverse mortgage in 2010 with the… 0 FacebookTwitterPinterestEmail
Beer Don’t withdraw retirement savings before learning these new rules: Liz Weston by admin July 7, 2023 by admin July 7, 2023 Raiding your retirement accounts can be expensive. Withdrawing money before age 59½ typically triggers… 0 FacebookTwitterPinterestEmail
Beer Liz Weston: When can you withdraw from a Roth IRA? by admin July 3, 2023 by admin July 3, 2023 Dear Liz: In a recent column you mentioned that you can take money out of a Roth… 0 FacebookTwitterPinterestEmail
Beer Liz Weston: A debt agency keeps calling me about a bogus bill. How can I make them stop? by admin June 24, 2023 by admin June 24, 2023 Dear Liz: I’m getting daily robocalls from a debt collection agency, even though a… 0 FacebookTwitterPinterestEmail
Beer Liz Weston: Cashing out annuities can push you into higher tax bracket by admin June 17, 2023 by admin June 17, 2023 Dear Liz: I made a one-time purchase of a variable deferred annuity with a $10,000 inheritance I… 0 FacebookTwitterPinterestEmail
Beer Liz Weston: Credit bureau problems topped CFPB list of consumer complaints in 2022 by admin June 10, 2023 by admin June 10, 2023 Dear Liz: Two of my credit card issuers have drastically lowered my credit limits.… 0 FacebookTwitterPinterestEmail
Beer Liz Weston: Would younger workers benefit more from a Roth or traditional IRAs? by admin May 27, 2023 by admin May 27, 2023 Dear Liz: My mid-20s nephews and I discussed financial planning for them. After recommending they… 0 FacebookTwitterPinterestEmail
Beer Liz Weston: Inherited IRA would be hard to keep secret from a spouse by admin May 13, 2023 by admin May 13, 2023 Dear Liz: A good friend is leaving me money from her IRA after she dies.… 0 FacebookTwitterPinterestEmail