12 Jan Can a special needs trust save me taxes on retirement funds?
There are few opportunities to save on taxes on IRA distributions....
Ask NJ Money Help
12 Jan I’m moving. Which state will tax my Roth IRA conversion?
It's all about timing and your state of residency....
11 Jan Will my Medicare Part B be paid by the state of N.J.?
It depends on your position, retirement date and several other factors....
11 Jan Should I take Social Security now or wait until age 70?
The longer you wait, the more you'll get, but when will you break even?...
10 Jan What happens when you gift money to a 529 plan?
529 plans are a great, tax-free way to save for college. ...
10 Jan What will we owe in capital gains on our home sale?
Primary residences are taxed differently than second or investment homes. ...
07 Jan Do I have to share my husband’s Social Security with his ex?
Your benefits won't change if your ex's spouse also receives them. ...
07 Jan Will my Roth IRA be tax free if my adult kids inherit it?
A tax-free account is a valuable item to inherit....