Feb. 12, 2024

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If you meet certain income qualifications, you might be able to avoid income tax in New Jersey with the state’s pension exclusion. We looked at whether there’s a similar benefit on the federal level.

We also covered whether you need to make estimated tax payments when you take distributions from IRAs.

When you choose investments, looking at any fees is vital because they can eat into your profits and cost a lot over time. But do mutual fund returns reflect the fees already? We explained.

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