Ask Kim

Estate Planning for Snowbirds

[QUESTION] I bought a condo in another state and plan to live there for a few months or more each year. Will my current will and other estate-planning documents apply in both states? --J.G, Springfield, Mass...

How to Make the Most of a Health Savings Account

[QUESTION]I've heard that the new health care proposals in Congress would expand the use of health savings accounts. How do these accounts work, and who qualifies for them? How would the proposals in Congress...

Savings Accounts for Special-Needs Children

[QUESTION]When you wrote about ABLE accounts for children with special needs a few months ago, only four states offered the plans, but you said that several more planned to introduce accounts soon. How many...

What You Should Know About Making 403(b)...

[QUESTION]How do catch-up contributions work for 403(b)s? I understand there are two kinds of catch-ups, not just one for people who are 50 and older, as with 401(k)s.TAKE OUR QUIZ: Are You Saving Enough for...

8 Smart Financial Moves to Make in 2017 If...

[QUESTION]I'm in the Army, and I saw your column about 8 Smart Financial Moves for the New Year a few weeks ago. Is there anything special that military families should be doing now to make sure their finances...

How High Earners Can Set Up a Roth IRA

[QUESTION]If I earn too much to contribute to a Roth IRA, can I still contribute to a traditional IRA and then immediately convert it to a Roth? Would I have to pay taxes on the conversion?TAKE OUR QUIZ: How Much...

What to Do When Your Broker Goes Rogue

[QUESTION] My broker invested my money in a stock I had never heard of and we had never discussed. Unfortunately, I did not immediately confront him, and the stock plummeted. I assume that because I did not...

A Tax-Friendly Way to Pay for School

[QUESTION]Are there any tax-advantaged ways to save for high school expenses?SEE ALSO: 10 Best College Values, 2017 [ANSWER]Yes, a Coverdell education savings account lets you save up to $2,000 per beneficiary...

Distribution and Tax Rules for Inherited IRAs

My two brothers and I inherited a traditional IRA from my mother after she died last year. When do we have to start taking distributions, and how will the money be taxed? -- T.M., Charlotte, N.C.SEE ALSO: Get...

You Still Have Time to Make an HSA...

[QUESTION]I had a high-deductible health insurance policy last year but don't have one this year. Can I still contribute to a health savings account for 2016?SEE ALSO: 50 Ways to Cut Your Health Care...

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