• Skip to main content

Ask Liz Weston

Get smart with your money

  • About
  • Liz’s Books
  • Speaking
  • Disclosure
  • Contact

Recent Blog Posts

January 7, 2025 By Liz Weston

Q&A: Be aware of these issues when switching between Medicare Advantage and Medicare

Dear Liz: I am planning to retire this year. If I choose a Medicare Advantage Plan, am I able to switch back to original Medicare without paying a fine? Answer: Medicare won’t charge you extra, but you won’t necessarily have “guaranteed issue” rights for a Medigap supplemental policy. If you want to switch after the first 12 […]

January 7, 2025 By Liz Weston

Q&A: Don’t confuse Social Security’s spousal and survivor benefits

Dear Liz: I waited until 70 to start taking Social Security. My wife, who is the lower earner, took a spousal benefit at her full retirement age. I know she is entitled to my benefit when I pass. However, I understand she does not get my current benefit but the amount I would have received if […]

January 7, 2025 By Liz Weston

Q&A: Health savings accounts offer a rare triple tax break. Here’s what to know

Dear Liz: Can I contribute additional money to my health savings account, above the amount I’m contributing through payroll deduction? Also, I have an HSA account from a previous employer and one from my current employer. Can I combine the two? Answer: If you have a qualifying high-deductible health insurance plan, you can contribute up to $4,300 […]

December 30, 2024 By Liz Weston

Q&A: Unemployed, but the nest egg is large. Is it unethical to get public assistance?

Dear Liz: I am out of work and taking a pause on my job search. While I have plenty of savings in a diversified portfolio, enough to last many years if needed, my adjusted gross income is small (mostly capital gains from gradual sales of assets). I think I qualify for low-income assistance programs for utility […]

December 30, 2024 By Liz Weston

Q&A: A first paycheck means getting to know Uncle Sam

Dear Liz: My recently graduated child got a job and he will be given a 1099 tax form for his earnings. I know he will have to file his taxes differently and will need to pay both state and federal income taxes, but will he also make payments toward Social Security? Will these months (and maybe […]

December 30, 2024 By Liz Weston

Q&A: Clearing up some confusion over those proprietary funds

Dear Liz: Your recent column about proprietary funds confused me. You mentioned that selling these funds can trigger capital gains tax. Is it not true we can move investments directly from one money manager to another and not take a capital gain as long as the funds remain invested? Answer: If you can move a fund from […]

  • « Go to Previous Page
  • Page 1
  • Interim pages omitted …
  • Page 13
  • Page 14
  • Page 15
  • Page 16
  • Page 17
  • Interim pages omitted …
  • Page 785
  • Go to Next Page »

Copyright © 2025 · Ask Liz Weston 2.0 On Genesis Framework · WordPress · Log in