March 9, 2020


We’ve talked a lot about the SECURE Act and what it means for inherited IRAs. See if there’s any way to get around the elimination of the so-called stretch IRA.

If you have more income – perhaps from a retirement plan distribution – we looked at why you could see a lower Social Security check.

We also considered how you can qualify for New Jersey’s pension exclusion, and whether you have to withhold state taxes if you’re going to be eligible for the tax benefit.

See all that and more in this week’s eNewsletter.