Ask the Hammer
Ask the Hammer: Are Medicaid Compliant Annuities a Good Idea?
Jeffrey Levine covers the topic of acquiring Medicaid compliant annuities.
Ask the Hammer: Using Life Insurance as a Supplemental Employee Benefit
The pros and cons to using life insurance as a supplemental employee benefit.
Ask the Hammer: Can I Put a Roth IRA into RMD Status?
Can you put a Roth IRA into RMD status in order to qualify for Medicaid?
Ask the Hammer: Understanding the Exceptions to the Exceptions
For people who inherit both a traditional and a Roth IRA, the rules can be very confusing.
Ask the Hammer: Am I Able to Take More than the RMD?
Jeffrey Levine is back with another Ask the Hammer episode to talk about rules associated with RMDs and IRA accounts.
Ask the Hammer: What Happens if I Do a Roth Conversion During a Major Market Downturn?
Jeffrey Levine expands on a previous Ask the Hammer answer about moving RMDs to a Roth IRA.
Ask the Hammer: Can I Convert My 401(k) or 457(b) into an HSA?
Jeffrey Levine explains what could be done with a 401(k) account and a 457(b) account.
Ask the Hammer: Can I Reinvest RMDs From Inherited IRAs into a Roth IRA?
Jeffrey Levine expands on a previous Ask the Hammer answer about reinvesting RMDs into a Roth IRA.
Ask the Hammer: What Should I Know About Student Loan Forgiveness?
Jeffrey Levine explains the new student loan forgiveness plan by the Biden-Harris Administration.
Ask the Hammer: Why Do Medicare Part B Premium Increases Match My Social Security COLAs?
Jeffrey Levine explains how a Social Security COLA and a Medicare Part B premium increase seem to cancel each other out.
Ask the Hammer: Investments, Real Estate, and Capital Gains Tax
Questions about real estate and 1031 exchanges, answered.
Ask the Hammer: When Am I Eligible For Retirement?
Jeffrey Levine explains the eligibilty for retirement and for pensions.
Ask the Hammer: Does Equitable Always Mean Equal?
Questions about equitable distributions for divorcing parties, answered.
Ask the Hammer: What's the Right Beneficiary Designation to Fulfill Your Dying Wish?
Do you know the difference between successor and contingent beneficiaries, and how to assure your wishes are fulfilled after your death? It's complicated - we explain.
Ask the Hammer: What's a Good Investing Strategy for Excess Retirement Funds?
If you don't need IRA and 401(k) funds to live on, how should you invest unused retirement assets? Understand your goals and the tax impact to beneficiaries.
Ask the Hammer: Can I Own Foreign Rental Property in My IRA?
It's complicated. Here's how to make sure you do it right.
Ask the Hammer: Do I Need to Take RMDs from My Inherited IRA and Roth IRA?
The rules are different for RMDs on IRAs and Roth IRAs inherited from a parent and a spouse. Our expert explains.
Ask the Hammer: What's the Tax Basis on Gifted Stock?
How taxes are calculated when you receive stocks from a benefactor?
Ask the Hammer: Do I Need to Fill Out Form 8606?
Forms for nondeductible contributions to IRAs, simplified.
Ask the Hammer: Can I Take RMDs From My IRA and Reinvest Them Into My Roth IRA?
Can an RMD be reinvested into a Roth IRA?
Ask the Hammer: Can I Pay For Medicare Premiums With A Credit Card?
Can Medicare premiums only be deducted from Social Security payments?
Ask the Hammer: What Determines My Spouse's Medicare Premium?
Do you know how Medicare premiums are calculated?
Ask the Hammer: Where Should I Place Mutual Funds With Capital Gains?
The most tax-effective location to place mutual funds, answered.
Ask the Hammer: A New Law for 529 Savings to Be Used for IRAs?
A proposed law that would allow rolling a 529 into a Roth IRA, explained.