VA Pension Eligibility Rules Changing on Oct. 18

Under current law, the benefit of Veterans’ pension is available to veterans and surviving spouses of veterans whether they have made gifts of their assets or not (if they meet other eligibility criteria).  This will change on Oct. 18.  Beginning on October 18, gifts...

The Little-Known Tax on Roth 401(k) Distributions

Employee retirement savings plans come in two main flavors: the traditional 401(k) and the Roth 401(k). The benefit of a Roth 401(k) over a traditional 401(k) after retirement is that distributions from a Roth 401(k) are tax-free, but there is a little-known situation...