Does Social Security count marriages performed overseas? Carlos in Moss Point was married in China, and wants to make sure his wife qualifies for Social Security spousal and survivor benefits.
Richard in Slidell has a wife on Medicaid. Can he sell his house and use that money to buy a new one, or will that be affect his Medicaid status?
Bill in Holden has a 401k at his old job. What should he do with it?
Scott in Mobile has a sizable amount of company stock in the 401k at his old job. Gregory thinks this may be a good scenario to use Net Unrealized Appreciation.
Lisa in New Orleans has a deferred compensation plan at her job, but the plan rules have changed, and they want to pay the entire amount in one lump sum. Is there some way she can defer the deferred comp to avoid a huge tax hit?
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