Rachel L. Sheedy
Latest articles by Rachel L. Sheedy
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Tax Trap Snares Young IRA Heirs
taxes Beware the “kiddie tax,” which applies to unearned income (including distributions from traditional IRAs).
By Rachel L. Sheedy • Last updated
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Going Abroad? Check Your Health Coverage
retirement Before you pack your bags and jet off around the world, learn what your health insurance covers in case of a medical emergency abroad.
By Rachel L. Sheedy • Last updated
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Medicare Surcharge Thresholds to Drop
retirement More beneficiaries who are considered high earners will be hit with steeper fees.
By Rachel L. Sheedy • Last updated
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Pass an IRA to Young Grandkids With Care
IRAs Take some precautions to protect your legacy if you plan to leave assets to minor children.
By Rachel L. Sheedy • Last updated
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9 Things You Must Know About Medicare's High-Income Surcharges
Medicare Here's what you need to know about who gets charged and why, as well as when the fees can be waived.
By Rachel L. Sheedy • Last updated
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How Retirees Can Use Their Home's Wealth as an Emergency Fund
retirement The standby reverse mortgage strategy offers boomers a way to boost their retirement income.
By Rachel L. Sheedy • Last updated
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When Not to Roll Over a 401(k) to an IRA
401(k)s Comparing your investment choices and costs can aid in deciding if a rollover is the right move.
By Rachel L. Sheedy • Last updated
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Roth Conversions May Be Boon for Heirs
retirement A new study shows the benefit of converting sooner for your loved ones.
By Rachel L. Sheedy • Last updated
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RMD Tips: When Your IRA Holds an Annuity
IRAs If your IRA holds an annuity, you may or may not have to include its value when figuring your required minimum distribution.
By Rachel L. Sheedy • Last updated