01 Jun I inherited a Roth IRA. Will I owe taxes on it? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Taxes The rules for distributions from inherited IRAs have changed in recent years. ... Read More
01 Jun Who gets this inherited IRA after the beneficiary dies? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning Beneficiary designations and a will are going to determine who gets the money. ... Read More
27 May My father wants to change his will but he’s sick. What’s next? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning Anyone can contest a will, but you can increase chances your wishes are followed. ... Read More
26 May When will Medicaid recover funds from this estate? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning Medicaid will try to recover funds from your estate after your death. ... Read More
21 May Should mom convert her IRA so we save on taxes? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Taxes There are several consequences when you convert an IRA. ... Read More
13 May Who inherits this IRA after the beneficiary dies? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning Beneficiary designations of the language of the will dictates how an inheritance is distributed. ... Read More
10 May Will there be a step-up in basis for this inheritance? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning Certain inheritances will have a tax advantage while others do not. ... Read More
07 May I’m leaving my estate to my caregiver. Can my family fight it? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning People can contest estate planning documents for many reasons. ... Read More