Ask NJ Money Help

11 Nov We haven’t received an inheritance. What does the executor have to do?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning

If the executor isn't taking responsibility, you can take action. ...

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10 Nov What happens to benefits if Social Security runs out of money?

Posted at 05:01h in Ask NJMoneyHelp, Retirement

Social Security's health is something few politicians want to attack....

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10 Nov I’m selling an inherited home. Can I offset losses against stock gains?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Real Estate, Taxes

New Jersey and federal taxing authorities have different rules. ...

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09 Nov Should I be on disability or retirement benefits?

Posted at 05:01h in Ask NJMoneyHelp, Retirement

Disability plans will typically cover you up until retirement age. ...

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08 Nov I have Medicaid. Will my 401(k) hurt my eligibility?

Posted at 05:01h in Ask NJMoneyHelp, Insurance, Retirement

Your income and assets matter depending on the Medicaid benefit. ...

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08 Nov Should I plan to liquidate my IRA and get a reverse mortgage?

Posted at 05:01h in Ask NJMoneyHelp, Credit, Estate Planning, Real Estate

Reverse mortgages can be complicated. Have all the facts before you make a move. ...

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07 Nov How will this 529 plan affect my grandchild’s financial aid for college?

Posted at 05:01h in Ask NJMoneyHelp, College, Credit

How an account is titled will matter when it comes to financial aid formulas....

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07 Nov I took a COVID withdrawal. When will the money be taxed?

Posted at 05:01h in Ask NJMoneyHelp, Retirement, Taxes

You have some options on taxes, but when you receive the funds is important. ...

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