Liz Weston
Liz WestonLiz Weston, CFP®, is a personal finance columnist, co-host of the "Smart Money" podcast, award-winning journalist and author of five books about money, including the bestselling "Your Credit Score."
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 56 | Subscribers | Read | lizweston1.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Q&A: How do I get tax forms from my online bank?
Dear Liz: I have a savings account and a revocable trust money market account with an online bank. They provide the 1099-INT tax form for the savings account as a downloadable file. However, they do not provide a downloadable form for the t...
Q&A: Should I draw down my 401(k) before accepting Social Security?
Dear Liz: I am a 66-year-old single male working part-time (not by choice, but it’s the best I can get). I earn about $24,000 per year plus another $4,000 in unemployment during the summer. Work provides healthcare, so I don’t have Medicare...
Q&A: How long should I wait before withdrawing from my IRA?
Dear Liz: My husband and I disagree over when to use pre-tax monies (e.g., IRAs). He’ll be 69, and I’ll be 67 in the coming year, so we aren’t required to take distributions yet, and he isn’t starting Social Security until 70.
Q&A: Can I use a health savings account to pay Medicare premiums?
Dear Liz: I’m 65. Can I use a health savings account to pay my Medicare premiums? I do not collect Social Security yet.
Authors
The writers behind this newsletter.
Liz Weston, CFP®, is a personal finance columnist, co-host of the "Smart Money" podcast, award-winning journalist and author of five books about money, including the bestselling "Your Credit Score."
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