Ask Kim

The Potential Tax Hit When High Earners...

[Question]I'm thinking of simplifying my finances by rolling over money from my old employers' 401(k)s into a traditional IRA. But would that make it harder to do a backdoor Roth IRA contribution? I'm above the...

College-Savings Plans Make It Easy to Give a...

[Question]A few of my family members would like to contribute money to my son's 529 college-savings account as a gift. How do they do this, and will they be able to get a state income tax deduction?[Answer]Many...

How to Change Your Medicare Advantage Plan...

[Question]If I sign up for a Medicare Advantage plan during open enrollment now and then decide it isn't the best plan for me, can I switch plans before open enrollment next year?[Answer]Once open enrollment is...

What You'll Pay for Medicare in 2018

[Question]How much will I pay for Medicare Part B in 2018? Are some people still protected by the hold-harmless provision?[Answer]The standard premium for Medicare Part B will continue to be $134 per month in...

When to Take Your First Required Minimum...

[Question]I turned 70 this year, and I am wondering if I must take an RMD from my IRA this year or if I can wait until next year.SEE ALSO: Calculate Your RMD [Answer]It depends on whether your birthday falls...

Land a Retail Job for the Holiday Season

[Question]I'd like to get a part-time job during the holiday season and earn some extra money. What is the best way to land a seasonal job--or is it too late to find one?SEE ALSO: 7 Best Retail ETFs for the...

The Big Pension Decision Military Service...

[Question]I've been reading about the new military blended retirement system. When do I need to decide whether to switch to the new system, and how can I figure out which plan is better for me?SEE ALSO: Estate...

How to Qualify for a Health Savings Account...

[Question]I'm choosing my health insurance policy for 2018 during open enrollment now. How high does my policy deductible need to be to qualify for a health savings account in 2018, and how much can I contribute...

A Child-Care Tax Break for Working Parents

[Question]My husband and I will be having our first baby this spring, and we'll be paying for child care after I return to work a few weeks later. Should I sign up for the dependent-care flexible spending account...

Charitable Giving Is a Family Affair

[Question]I'd like to set up a donor-advised fund so my family can contribute to charities as a group. Does one person have to control the fund, or can several family members donate to it and get a tax break for...

Next Page >
Provided by Kiplinger

Stories & Features

Investing

Earnings Calendar, Week of Dec. 18-22, 2017...

Below is a weekly earnings calendar of the most important upcoming quarterly reports schedule to be...

Spending Wisely

Worst Things to Buy During the Holidays 2017

It's easy to get lost in the blizzard of sales that hits every holiday season. Retailers hope to blow...