09 Oct What happens to this inherited IRA for a new beneficiary? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Retirement The rules have changed for non-spouses who inherit retirement accounts. ... Read More
06 Oct I inherited an IRA. What’s the best way to take out money? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Retirement The rules for how to take inherited IRA distributions has changed. ... Read More
05 Oct I think my mother left a retirement account to me. How can I find out? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning Retirement accounts pass by beneficiary designation and not under a will,... Read More
02 Oct Will our daughter’s old creditors come after money we gift her? Posted at 06:02h in Ask NJMoneyHelp, Credit, Estate Planning Old debts can come back to haunt you, so protect your assets. ... Read More
02 Oct What’s needed to transfer this inherited stock account? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning You will need documentation as required by the financial institution. ... Read More
28 Sep After someone dies, here’s what an executor needs to know Posted at 06:02h in Ask NJMoneyHelp, Estate Planning The executor is in charge of distributing inheritances and more. ... Read More
23 Sep Will my spouse and children have to pay taxes when I die? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Taxes Certain taxes are assessed on the estates of deceased individuals. ... Read More
22 Sep If I gift more than $15K, what tax forms do I need? Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Taxes You may need to file a gift tax return depending on your choices. ... Read More