Latest articles by Kimberly Lankford
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When You Can Expect to Receive Your Tax Refund
taxes The quickest way to receive your tax refund is to file electronically and have the money directly deposited into your bank account.
taxes -
Make the Most of the New Military Retirement Plan
retirement The government is offering a new retirement option so that service members who leave the military before qualifying for a pension can still receive some benefits.
retirement -
How a Move Can Change Your 529 Plan Tax Deduction
529 Plans The tax deduction you get for contributing to your state’s 529 plan can disappear if you move to another state.
529 Plans -
How Changes in Income Affect Medicare Premiums
Medicare Medicare beneficiaries can see their premiums go up if their income rises, although for some that increase will be only temporary.
Medicare -
Ex-Workers Get More Time to Repay 401(k) Loans
401(k)s If you leave your job while you have an outstanding 401(k) loan, Uncle Sam now gives you extra time to repay it -- thanks to the new tax law.
401(k)s -
Tap an IRA Tax-Free With an HSA Rollover
IRAs You can convert tax-deferred money in a traditional IRA into tax-free cash by rolling it over to a health savings account and using it to pay for medical bills.
IRAs -
How to Report an IRA Charitable Distribution on Your Tax Return
income tax Your IRA administrator will send you a 1099-R, noting your entire distribution; you need to report it to Uncle Sam — and call out what portion was used as a qualified charitable distribution — on your 1040.
income tax -
How to Afford Long-Term Care
Long-Term Care Insurance Your options range from conventional coverage to tapping your life insurance benefits.
Long-Term Care Insurance -
Tax Breaks for Charitable Work
Tax Breaks Here’s why it’s important to have a detailed log of your expenses while working with a charity.
Tax Breaks -
Fighting a Drug Coverage Denial
insurance These workarounds should help curb the Rx stalemate.
insurance -
How to Opt Out of Credit Card Offers
credit & debt [Question]I recently received a credit card offer in the mail that listed a web address where I can request to opt out of all prescreened credit card solicitations.
credit & debt -
Child-Care Tax Breaks for Working Parents
Tax Breaks Working parents may be able use their flexible spending account along with the child and dependent care credit to save on taxes when paying for child care.
Tax Breaks -
Variable Annuities for Retirement Savers Go Back to Basics
retirement Even with today's simplified variable annuities, you need a good grasp of the pros and cons before putting part of your nest egg into one.
retirement -
Tax Forms You Need to File Your Return
taxes You need the following forms to verify income, deductible expenses and charitable gifts when filing your income tax return.
taxes -
5 Ways to Avoid Taxes on Social Security Benefits
retirement You may need to pay income taxes on a portion of your Social Security benefits, based on your income.
retirement -
How Does the Government Shutdown Affect Medicare?
Medicare Plus, find out about the partial shutdown's impact on health coverage for veterans and government employees.
Medicare -
Switching to a New Medicare Advantage Plan Gets Easier
retirement New rules in 2019 give consumers more time and options to change their Medicare Advantage plan if they don't like it.
retirement -
Using a Health Savings Account to Pay Long-Term-Care Premiums
long term care You can tap an HSA to pay the premiums for a long-term-care insurance policy, but the amount you can withdraw tax-free depends on your age.
long term care -
15 Steps to a Prosperous New Year
Financial Planning
Financial Planning -
Recouping Social Security Benefits
retirement If you haven't yet reached full retirement age and have returned to the workforce, expect for your benefits to be reduced.
retirement -
When to Use Virtual Doctors' Visits
insurance You can save big compared to an in-person doctor visit or a trip to the emergency room.
insurance -
Gen X: Time Is on Your Side When It Comes to Saving for Retirement
savings This often-overlooked demographic got a late start on saving and endured the Great Recession, but most are on the road to recovery.
savings -
Investing in an HSA? Better Shop Around
insurance Health savings accounts are a great way to save long term, but high fees can hurt returns.
insurance -
The 11 Most Valuable Personal-Finance Lessons of 2018
Financial Planning How to reduce taxes and medical bills, help the next generation save for retirement and protect against identity theft were some of the issues on readers’ minds in 2018.
Financial Planning
